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4Q 2025 Outlook

Trump 2.0 - Doubling down on growth and income

 

The Fed’s recently resumed rate cuts after a one year pause amid a softening labor market and persistent inflation. With expectations of further easing and a weakening USD, how can investors position their assets, while maintaining participation in global markets?

 

Our 4Q25 outlook gives insight on investment strategies that investors can consider and why we think Asia looks promising given the current global ecnonomic climate. 

 

Thought Leadership

 

 

MAY 2025

 

ASIAN Tiger 2.0: India - A Growth Story for Troubled Times

 

 

OCT 2024

 

ASIAN Tiger 2.0: The Revival of the Malaysian Tiger

 

 

JUN 2024

 

A Tale of the Fed and "Goldilocks"