2025 Outlook – What Options Amid the Resurgence of Unpredictability?

The year 2024 ended on a positive note, both in the bond and equity markets, despite the economic divergences between the United States and the rest of the world, as well as a persistently high floor on interest rates.

2025 is likely to present a complex landscape, marked by uncertainty stemming from the outcome of the US elections, and heightened inflationary and budgetary risks contributing to volatility in long-term rates, both in the United States and in Europe.

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Podcast

Reading time : 30 min.

NEWS MARKETS

MyStratWeekly – February 2nd 2026

Read our market review and find out all about our theme of the week in MyStratWeekly and its podcast with our experts Axel Botte, Aline Goupil-Raguénès and Zouhoure Bousbih.

02/03/2026

Reserved for pros

Equities: Building on 2025 - What to Expect in 2026?

Reading time : 15 min.

INSIGHTS MARKETS

Equities: Building on 2025 - What to Expect in 2026?

2025 was an excellent year for equity markets across all geographic regions. Total return performances (with net dividends reinvested) of the world’s major markets (United States, EMU, Europe, Japan, China) rose by an average of 20% throughout the year. Such performance had not been seen for some time, particularly in the euro area.2026 should remain supportive for equity markets, albeit with some persistent risk factors. Diversification and selectivity will remain key investment principles in 2026.

01/27/2026

Reserved for pros

Podcast

Reading time : 30 min.

NEWS MARKETS

MyStratWeekly – January 27th 2026

Read our market review and find out all about our theme of the week in MyStratWeekly and its podcast with our experts Axel Botte, Aline Goupil-Raguénès and Zouhoure Bousbih.

01/27/2026

Reserved for pros

2025 Outlook – What Options Amid the Resurgence of Unpredictability?

US elections, the dollar and EM FX