Returns have been strong this year, yet there’s uncertainty as the calendar prepares to turn. Economic growth is positive but with question marks, there are valuation questions on key market segments, and more policy volatility is expected. That mix leaves many investors reassessing portfolio design.
In our final AB IQ edition of 2025, we analyze the resilience and risks of the world economy. As investors seek to harmonize exposures, we delve into the key moving parts in equities, bonds and private credit. And we look to the horizon at the future of asset management as investors adapt to a new regime.
We hope you find this collection of timely topics insightful, and we look forward to sharing more perspectives with you in the new year.
