2025 : retrouvez les perspectives de plus de 50 gérants
Publié le 06/01/2025 - Groupe QuantalysALLIANZ – 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
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
BNY MELLON – Navigating a new landscape
CAPITAL ECONOMICS – Asset allocation in an 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
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
DNCA – Uncertainty will reign
EDMOND DE ROTHSCHILD – Opportunités dans un monde fragmenté
FIDELITY INTERNATIONAL – The divergence dividend
FRANKLIN TEMPLETON – Getting portfolios right
GENERALI ASSET MANAGEMENT – Trumponometer
GOLDMAN SACHS AM – un nouvel équilibre
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
MACQUARIE – Plan for growth, prepare for volatility
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 ?
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
RBC Capital - Europe’s Economies Brace for More Political Upheaval
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
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