Navigating uncertainties: key investment themes for 2025

Sticky inflation, evolving fiscal policies, and geopolitical tensions are expected to shape global markets in 2025. Central banks may adopt cautious rate cuts, while advancements in artificial intelligence, renewable energy, and resilient business models create new investment opportunities. Across equities, fixed income, and multi-asset strategies, quality and diversification remain central themes. Investors navigating these dynamics must stay attuned to long-term fundamentals to identify opportunities and manage risks effectively in an increasingly complex environment. Read RLAM's 2025 outlook...