DECEMBER 16, 2024
2025 Canadian equity outlook: Opportunity amid uncertainty
ClearBridge Investments: A more dovish policy stance and the likelihood of additional rate cuts should pave the way for a further rotation into higher-yielding equities.
2025 outlooks
Uncover what our investment leaders are watching for in the year ahead.
Our investment teams provide their outlooks for 2025, covering fixed income, equities, multi-asset, alternative investing and ETFs. Please bookmark this page and return periodically to see all the latest views.
In looking ahead to 2025, we believe in a portfolio approach to managing wealth and assets. Alternatives and thematic ideas can complement traditional portfolios of stocks and bonds, potentially adding return and helping mitigate risk.”
Stephen Dover
Chief Market Strategist, Franklin Templeton Institute
Global Investment Management Survey
The November survey results are from investment professionals across all asset classes, and we provide our predictions on inflation, recession, asset class performance and more for 2025.
Featured outlooks
Navigating the year ahead through multiple lenses
We believe investing in a broad range of asset classes and regions optimizes the balance of risk and reward across various economic outcomes. Our specialist investment teams share their outlook for 2025 for their respective asset classes.
- Fixed Income
- Equities
- Multi-Asset
- Alternatives
- Other
Fixed Income
Equities
Multi-Asset
Alternatives
Other
Structural megatrends
Identifying longer-term trends in society and the economy can point to durable sources of excess return and help position one’s portfolio for future risks and opportunities. We consider five key themes.
- Infrastructure
- Digital finance
- Sustainability
- Artificial intelligence (AI)
- Demographics
Infrastructure
Infrastructure encompasses an array of long-term, often publicly supported, investment projects. Those can include transportation, communication, power generation and transmission, among others. Our investment teams and strategists share their research, analysis and implications for investors.
Digital finance
We are building and accelerating technology solutions to help investors break down barriers to growth and keep pace with the disruptive transformation of our industry. Read more on how technology and innovation are driving the evolution of the investment management industry.
Sustainability
At the heart of it, sustainability means meeting our generation's needs without compromising the ability of future generations to meet theirs. It's a lens we apply to our investment thinking. Our investment teams and strategists share their research, analysis and implications for investors seeking returns without compromising core values.
Artificial intelligence (AI)
Looking past the enthusiasm and calls for caution, AI is entering a period of broad adoption and application that is already enhancing business efficiency and expanding existing markets. As with any emerging innovation, development is constant, with new opportunities and competitive risks emerging across industries.
Demographics
For investors, demographics are a driver of country risk, and they can impact productivity, economic growth, sovereign financials and debt ratings. Demographics are not destiny, but they do set parameters. Find out more from Franklin Templeton Institute’s strategists and our investment teams.
