Amid persistent uncertainty related to ongoing trade and geopolitical tensions, the return and resilience potential of private markets has arguably never been more valuable for investors, according to Schroders’ Private Markets Investment Outlook Q3 2025: How to navigate uncertainty. The report advises, however, that selectivity and diversification remain key.
Uncertainty remains the dominant theme for the global economy. Significant U.S. policy changes since the beginning of the year, especially related to trade tariffs, immigration and defense, continue to present risks that can impact growth, inflation and the path of interest rates. Recent fiscal and budget legislation in the United States, the United Kingdom and continental Europe also has generated concerns about government debt sustainability. The escalation of hostilities in the Middle East, coupled with the ongoing conflict in Ukraine, are additional risk factors.
Yet despite headwinds, the potentia
