The Outlook Ahead -Beyond

Beyond 2025: The Changing World Order

09 January 2025

2025 will be a year of profound changes for the global investment and geopolitical landscape as the world adapts to a changing world order under Trump 2.0. 

The new administration is expected to pursue a pro-growth agenda focused on boosting the domestic economy and US equities. However, it could heighten inflation risks through steep tariffs, fresh tax cuts, and reduced regulation, potentially hindering the Fed’s ability to ease monetary policy in 2025. Stricter trade policies could also pose challenges for trade-dependent countries and the global economy at large.

Meanwhile, the shift to a low carbon economy continues to drive investments across industries, benefiting those facilitating the global energy transition. As the global population ages at an unprecedented rate, it will have profound implications for capital allocation, reshaping consumption trends as investors focus on sectors and services that cater to this demographic shift.

Against this backdrop, investors are likely to be pondering: “What will drive the world in 2025”? As we move toward a future increasingly shaped by Artificial Intelligence, how can we harness this wave of innovation to reap the benefits of AI adoption? What will investing look like in this new era?

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