State Street Global Advisors has released its 2025 Global Market Outlook: Finding the Right Path, outlining its macroeconomic outlook and key investment themes for the year ahead.
Against the background of a resilient economic environment and major central banks embarking on an easing cycle in 2024, equity markets delivered strong returns, while fixed-income markets saw modest returns. Looking ahead, State Street Global Advisors expects rate cuts and macroeconomic resilience to continue in 2025 and its long-standing forecast of a U.S. soft landing to materialize.
“2024 was no ordinary year, with elections around the world, persistent inflation and market volatility all playing their part in building an uncertain macroeconomic environment,” said Lori Heinel, global CIO. “Despite these challenges, markets continued to be resilient. As we enter 2025, we remain cautiously optimistic, with expectations of a soft landing in the U.S. looking set to translate in
