2025 : retrouvez les perspectives de plus de 50 gérants

Publié le 06/01/2025 - Groupe Quantalys
Nous avons compilé dans un article les perspectives 2025 de plus de 50 gérants, bonne lecture !

ALLIANZ – New ways to diversify

https://www.allianzgi.com/en/insights/outlook-and-commentary/outlook-2025

AMUNDI – Bright spots in a world of anomalies

https://research-center.amundi.com/article/2025-investment-outlook

AXA IM : Trump – Starting the global economy

https://www.axa-im.co.uk/sites/uk/files/2024-12/2024%2012%2004%20Outlook%202025-v2_0.pdf

BANK OF AMERICA - BofA Global Research Expects 2025 to be a Year of Further Equity Market Strength Amid Macro Uncertainty

https://newsroom.bankofamerica.com/content/newsroom/press-releases/2024/12/bofa-global-research-expects-2025-to-be-a-year-of-further-equity.html

Bank Of America Private Bank - 3 New Year’s Resolutions for investors

https://www.privatebank.bankofamerica.com/articles/washington-update.html

BlackRock – Building the transformation

https://www.blackrock.com/us/individual/insights/blackrock-investment-institute/outlook

BNP PARIBAS AM - Des opportunités dans un monde volatil

https://www.bnpparibas-am.com/fr/news/perspectives-dinvestissement-2025-des-opportunites-dans-un-monde-volatil/

BNY MELLON – Navigating a new landscape

https://www.bny.com/content/dam/im/documents/manual/perspectives/2025-market-outlook-navigating-a-new-landscape.pdf

CAPITAL ECONOMICS – Asset allocation in an inflating AI bubble

https://www.capitaleconomics.com/publications/asset-allocation-outlook/asset-allocation-inflating-ai-bubble

CAPITAL GROUP – We’ve seen this movie before

https://www.capitalgroup.com/advisor/insights/categories/outlook.html

CITI GROUP : stratégies for a ‘Rule Breaking’ expansion

https://marketinsights.citi.com/wealthoutlook2025/index.html#:~:text=the%20evolving%20risks.-,Continuing%20Growth%2C%20Potential%20Rising%20Profits,forecast%20for%202025%20to%202.4%25.

CARMIGNAC – Who’s afraid of the bond vigilantes ?

https://www.carmignac.com/en_US/articles/carmignac-h1-2025-outlook-3155-10924

CREDIT AGRICOLE – des équilibres délicats

https://www.credit-agricole.com/chaines-d-infos/toutes-les-chaines-d-info-du-groupe-credit-agricole/tendances-eco/monde-scenario-macro-economique-2024-2025-des-equilibres-delicats

DNCA – Uncertainty will reign

https://www.im.natixis.com/en-sg/insights/fixed-income/2024/uncertainty-will-reign-2025-outlook-with-dnca

EDMOND DE ROTHSCHILD – Opportunités dans un monde fragmenté

https://am.edmond-de-rothschild.com/fr/news/show/8726-14389-perspectives-convictions-du-1er-semestre-2025

FIDELITY INTERNATIONAL – The divergence dividend

https://www.fidelityinternational.com/editorial/fidelity-answers/outlook-2025-the-divergence-dividend-en5/

FRANKLIN TEMPLETON – Getting portfolios right

https://franklintempletonprod.widen.net/content/8ej3lj0hsy/pdf/global-investment-outlook-getting-portfolios-right-us.pdf

GENERALI ASSET MANAGEMENT – Trumponometer

https://www.generali-investments.de/uploads/34f05a4a-1538-7296-d577-c7d4f9b57418/GenAM_Outlook_2025.pdf

GOLDMAN SACHS AM – un nouvel équilibre

https://am.gs.com/fr-fr/institutions/insights/article/2024/asset-management-outlook-2025-a-new-equilibrium

GOLDMAN SACHS

https://www.goldmansachs.com/insights/outlooks

HSBC AM – Spinning around

https://www.assetmanagement.hsbc.co.uk/en/intermediary/global-investment-outlook-2025

INVESCO – After the landing

https://www.invesco.com/us/en/insights/2025-annual-investment-outlook.html

JP MORGAN AM – Repousser les limites

https://am.jpmorgan.com/fr/fr/asset-management/adv/insights/market-insights/investment-outlook/

JP MORGAN PRIVATE BANK – Building on strenght

https://privatebank.jpmorgan.com/eur/en/insights/latest-and-featured/outlook

JUPITER AM

https://www.jupiteram.com/fr/fr/professional/insights/investment-outlooks/

LAZARD ASSET MANAGEMENT

https://www.lazardassetmanagement.com/docs/-m0-/211131/LazardMid-Year2024_2024H2.pdf

LOMBARD ODIER

https://www.lombardodier.com/fr/insights/2024/november/outlook-2025-a-high-octane-us-ha.html#:~:text=2025%20devrait%20%C3%AAtre%20une%20nouvelle,facteur%20de%20diversification%20des%20portefeuilles.

MACQUARIE – Plan for growth, prepare for volatility

https://www.macquarie.com/us/en/about/company/macquarie-asset-management/outlook.html?gad_source=1&gclid=CjwKCAiAm-67BhBlEiwAEVftNiowES8uDi9GQaZ-vtRX9X5pHjojO5hNYNnsxod6DH3GWCUy2UXxNRoCNv8QAvD_BwE&gclsrc=aw.ds

MORGAN STANLEY

https://www.morganstanley.com/ideas/thoughts-on-the-market-global-outlook

NATIXIS – Wash. Rinse. Repaet

https://www.morganstanley.com/ideas/thoughts-on-the-market-global-outlook

NORDEA – What can impact your economy during the year ?

https://www.nordea.com/en/news/2025-what-can-impact-your-economy-during-the-year

OFI INVEST

https://www.ofi-invest-am.com/en/support/market-outlook-2025/6751bcce18791

OSTRUM AM – What options amid the resurgence of unpredictability ?

https://www.ostrum.com/en/news-insights/press-release/outlook-2025-what-options-amid-resurgence-unpredictability

PICTET – L’environnement de l’investissement en 2025

https://www.pictet.com/mc/fr/insights/am/annual-outlook-for-2025

PIMCO - Preparing Portfolios for Multi-Asset Opportunities Ahead of 2025

https://www.pimco.com/gbl/en/resources/video-library/media/preparing-portfolios-for-multi-asset-opportunities-ahead-of-2025

RBC Capital - Europe’s Economies Brace for More Political Upheaval

https://www.rbccm.com/en/story/story.page?dcr=templatedata/article/story/data/2024/12/2025-outlook-europes-economies-brace

ROBECO – Ceci n’est pas un atterrissage

https://www.robeco.com/files/docm/docu-20241121-2025-outlook-this-is-not-a-landing-fr.pdf

ROTHSCHILD & CO

https://www.rothschildandco.com/siteassets/publications/rothschildandco/wealth_management/2024/consensus-outlook/consensus-outlooks-2025-rothschild-co.pdf?_t_tags=language%3Aen%2Csiteid%3A6840ca2f-3572-4dd2-9dff-978d2e979c01&_t_hit.id=RothchildsAndCo_Domain_Models_Media_DocumentFile/_c9b7746a-9295-4cc3-b2ec-9fc17abc4af3&_t_hit.pos=5719

SCHWAB

https://www.schwab.com/learn/story/stock-market-outlook

SCHRODERS

https://www.schroders.com/en-ch/ch/wealth-management/insights/wealth-management-outlook-for-2025/

 

STATE STREET – Finding the right path

https://www.ssga.com/fr/en_gb/institutional/insights/global-market-outlook

TD SECURITIES - Dodge, Duck, Dip, Dive and DOGE

https://www.tdsecurities.com/ca/en/global-strategy-outlook-2025

T.ROWEPRICE

https://www.troweprice.com/en/fr/insights/global-market-outlook

UBS – Roaring 20s – The next stage

https://www.ubs.com/global/en/media/display-page-ndp/en-20241121-year-ahead-2025.html

UBP

https://www.ubp.com/fr/perspectives-d-investissement-2025

VANGUARD

https://www.fr.vanguard/professionnel/vanguard-economic-and-market-outlook

WELLS FARGO - Charting the economy’s next chapter

https://sites.wf.com/2025-outlook/?cid=WFA2300033184

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