2025 Outlooks

The Outlooks deliver insights to help our customers navigate risks and unlock opportunities amid economic, geopolitical, technological, and climate-related shifts.

Tune in to learn about the trends that will shape global markets in 2025.

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Credit Themes 2025

Clarity from Complexity

Finding macro normal

As the effects of previous shocks fade, we should start to see what “trend” economic growth looks like in different countries and learn more about where central bank policies will settle

Geopolitical tensions

Competition between economic blocs and outright military conflict will affect market dynamics and how companies operate and supply goods

Global transitions

Physical climate risks, the carbon transition and changing demographics are driving policy action that will shape financial strategies for businesses and households

Digitalization and disruption

New technologies, a rapidly evolving private credit ecosystem and intervention from governments, regulators and workers, will disrupt established sectors and create new ones

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