Investment Outlook 2025: Global Strategy
Heading into 2025, the global economy appears to have reached a balance: Moderate growth, disinflation and continued monetary easing could all bode well for markets, complemented by the potential for greater deregulation. But, with looming uncertainty in the U.S. around the policies of an incoming Trump administration, as well as their potential impact, Morgan Stanley Research says that finding the right window for opportunity will be key in the next year.
“Fixed-income markets may benefit in the first half of 2025 as modest growth and lower inflation prompt additional interest rate cuts,” says Serena Tang, Morgan Stanley’s Chief Global Cross-Asset Strategist. “In the second half of the year, relative value should shift…
