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UBS Asset Management's 2025 outlook emphasizes a continued focus on U.S. equities, particularly in technology, amid a favorable macroeconomic environment with slowing growth and inflation. The firm anticipates two rate cuts by the Fed and sees opportunities in Asian and European bonds, despite potential impacts from Trump's tariffs on China and Europe. A moderate recovery is expected in Europe, aided by improving earnings and a possible resolution to the Ukraine conflict.
The year 2025 presents both challenges and opportunities for financial markets, with the U.S. expected to maintain its economic dominance, projecting a GDP growth of around 2%. The technology sector, particularly artificial intelligence, is anticipated to drive U.S. equity markets positively, while Europe shows limited growth but signs of recovery, aided by potential interest rate cuts from the European Central Bank. In contrast, China faces moderate growth prospects, and India emerges as a strong economic player, benefiting from shifts in global manufacturing dynamics.
UBS Asset Management's outlook for 2025 emphasizes a positive view on U.S. equities, particularly in AI-related sectors, while maintaining a neutral stance on Europe and emerging markets. The firm anticipates stable growth despite a slowing economy, with high yields in bonds presenting attractive opportunities, especially outside Japan. Additionally, prospects for high-yield credit in euros and Asia are favorable, alongside a bullish outlook for gold and certain metals.
UBS Asset Management anticipates a soft landing for the global economy, favoring U.S. equities and European high-yield bonds in a volatile market. With central banks maintaining accommodative policies and a divided U.S. Congress likely to temper extreme measures, the firm sees potential in commodities like gold and emerging markets, while remaining cautious on European equities due to disappointing economic data.
Teresa Gioffreda
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The information provided herein is generated by experimental artificial intelligence and is for informational purposes only.
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