OverviewIn our Investment Outlook, we analyse global markets and key asset classes to provide our clients with a comprehensive overview of what we see as the main possibilities and probabilities every quarter.
As much of the trade friction has simply been deferred, we can expect more volatility induced by trade negotiations, so many eyes remain on the US-China trade relationship, particularly with the President’s brand of poker or deal-making.
While we have seen policy fluctuation from the US and a pull-back on Environmental, Social and Governance (ESG) risk and Diversity, Equity and Inclusion (DEI) initiatives,
as pension investors with a long-term investment horizon, these tools continue to offer value over the long term which will far outlast Trump’s presidency. As a result, FutureWise continues to be focused on ESG integration and Net Zero progress.
Previous Investment Outlooks
Investment Outlook 2025 Quarter 2
End of US exceptionalism
James Monk Investment Director Fidelity International - 15 Apr 2025
Investment Outlook 2025 Quarter 1
US is playing the Trump card
James Monk Investment Director Fidelity International - 08 Jan 2025
Investment Outlook 2024 Quarter 4
Global growth is moderating
James Monk Investment Director Fidelity International - 11 Oct 2024