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INVESTMENT OUTLOOK 2025

Our investment teams across asset classes and geographical regions present their views on the outlook for the year ahead.

Global

Global market and economic outlook 2025

Mind the fat tails and keep an eye on inflation, fiscal stimulus and tariffs

by Naomi Fink
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Equity

Japan equity outlook 2025

Continuing change in corporate Japan to benefit equities and attract investments

by Japan Equity Team
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Global Equity

Global equity outlook 2025

Maintaining a long-term view and an optimistic outlook in the face of adversity

by Global Equity Team
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Fixed Income

Global fixed income outlook 2025

Looking for opportunities amid a changing political landscape

by Global Fixed Income Team
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Equity

Asian equity outlook 2025

Trump 2.0 will not be the only catalyst for fundamental change

by Asian Equity Team
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Multi-asset

Global multi-asset outlook 2025

The coming year promises a different environment

by Multi-Asset Team
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Equity

Singapore equity outlook 2025

Identifying outperformers within the “New Singapore” narrative

by Asian Equity Team
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Fixed Income

Asian fixed income outlook 2025

Asian bonds set to gain as central banks ease further

by Asian Fixed Income Team
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Fixed Income

New Zealand fixed income outlook 2025

Long-duration bond outlook offers some light amid the economic gloom

by Ian Bellew
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Equity

New Zealand equity outlook 2025

Interest rates to remain the biggest consideration in the coming year

by Michael Sherrock
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Nikko Asset Management Co., Ltd.
Director of Kanto Local Finance Bureau (Financial instruments firms) No.368
Associations in which a Member: The Investment Trusts Association, Japan, The Japan Investment Advisers Association

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