This Investment Strategy Report by Edmond de Rothschild rovides an outlook for 2025, emphasizing the importance of adapting to a volatile economic and monetary environment.
Key Insights:
• Equities: U.S. equities may underperform after strong years; potential shift toward small-cap stocks and more attractive European and Asian markets.
• Monetary Policy: Erratic liquidity creation and restrained rate cuts in the U.S. suggest increased volatility.
• Gold: Expected to remain a safe haven, benefiting from rising public deficits and monetary liquidity.
• Bonds: Favor short- and medium-term maturities with attractive yields over inflation.
Explore detailed strategies to navigate 2025’s market challenges—access the full report.