Investing Beyond the Cycle: Equity Opportunities in a Slower Growth World
October 16, 2025 | Equities, Public Markets
Global growth is losing momentum. The World Bank now expects real GDP to slow to 2.3% in 2025, half a point below earlier forecasts at the start of the year.
At the same time, the trading framework that drove globalisation for decades is under strain. Supply chains are shifting, developed economies are grappling with higher import costs and export-led emerging markets face reduced demand and limited room for policy manoeuvre.
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