Back

Q1 2025 Investment Outlook & Portfolio Strategy

January 20, 2025 | Market Commentary, Public Markets
Wideimage

Read our latest quarterly Investment Outlook and Portfolio Strategy document, providing a financial market recap for Q4 and our outlook for the next 12-18 months.

While central banks have largely been successful in reining in inflation without triggering a significant deterioration in growth, the path forward has diverged between the United States and other global economies.

Download PDF

Most Recent

Image for Q&A: Building Long-Term Value Through Global Timberland
Natural Capital, Private Markets, Thought Leadership

Q&A: Building Long-Term Value Through Global Timberland

June 15, 2026
Learn More
Image for Ethical Fixed Income Without Compromise
Fixed Income, Public Markets

Ethical Fixed Income Without Compromise

June 10, 2026
Learn More
Image for Mid-Market Infrastructure Debt: A Defensive Allocation for a Changing Market Environment
Infrastructure, Private Markets

Mid-Market Infrastructure Debt: A Defensive Allocation for a Changing Market Environment

June 8, 2026
Learn More