Our outlook for 2025
Schroders Wealth Management
Exceptional investment, stability & independence of thought for entrepreneurs, professionals, families & charities
Monthly highlights, December 2024
2024 is not yet over but it is looking very likely that this will be a second consecutive year of double-digit returns for global shares. While the magnitude of this year’s gains surprised us, the direction of travel did not. Late last year, we were anticipating a “soft landing” for the US economy, prompting us to add to equities. This has been a tailwind for portfolios.
We recognise that this is a time of significant change, however. In the UK, a new government delivered one of the most far-reaching Budgets in many years. In the US, Donald Trump’s second term as President will have major consequences for the US economy and global markets. We will continue to work with you to ensure that your investment strategies and financial plans remain appropriate in this new environment.
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Strong US growth and falling interest rates mean equities could continue to perform well. Find out more in our 2025 outlook or watch the video.
THIS MONTH'S HIGHLIGHTS
Schroders Outlook 2025: Income, returns and resilience – opportunities in public and private markets
The economic backdrop is still conducive for returns, but diversification will be essential for building resilient portfolios.
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Our experts consider some of the possible economic and geopolitical scenarios following a change in US administration.
Some former “climate leaders” are withdrawing or scaling back their decarbonisation goals. We explore what this means for investors seeking exposure to the theme.
UPCOMING WEBINAR – Tuesday 21st January 2025
Market update and economic outlook
In our next client webinar, Chief Investment Officer Caspar Rock and his investment team will share their thoughts on recent developments and provide an update on our investment strategy.
These articles are issued by Schroders Wealth Management which is part of the Schroders Group and a trading name of Schroder & Co. Limited, 1 London Wall Place, London EC2Y 5AU. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.
Nothing in this document should be deemed to constitute the provision of financial, investment or other professional advice in any way. Past performance is not a guide to future performance. The value of an investment and the income from it may go down as well as up and investors may not get back the amount originally invested.
This document may include forward-looking statements that are based upon our current opinions, expectations and projections. We undertake no obligation to update or revise any forward-looking statements. Actual results could differ materially from those anticipated in the forward-looking statements.
All data contained within this document is sourced from Cazenove Capital unless otherwise stated.