OverviewIn our Investment Outlook, we analyse global markets and key asset classes to provide our clients with a comprehensive overview of what we see have seen as the main possibilities and probabilities every quarter.
The return of President Trump to the White House has predictably created volatility and a significant shift in international and trade policy. Global tariffs are causing significant impact on economic and monetary policy, while the persistence of inflation and geopolitical pressures are also putting a strain on investment strategies.
Diversification offers opportunity as FutureWise begins its integration of private assets. James Monk assesses the outlook for global investments across the asset classes.
Previous Investment Outlooks
Investment Outlook 2025 Quarter 1
US is playing the Trump card
James Monk Fidelity International - 08 Jan 2025
Investment Outlook 2024 Quarter 4
Global growth is moderating
James Monk Fidelity International - 11 Oct 2024
Investment Outlook 2024 Quarter 3
What is driving inflation stabilisation?
James Monk Fidelity International - 12 Jul 2024