Investing Beyond the Cycle: Equity Opportunities in a Slower Growth World

October 16, 2025 | Equities, Public Markets
Wideimage
Photo Harald Karlsson
Associate Portfolio Manager, Fiera Atlas Global Companies Team

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.

Most Recent

Image for Q4 2026 Investment Outlook & Portfolio Strategy
Market Commentary

Q4 2026 Investment Outlook & Portfolio Strategy

October 18, 2026
Image for Beyond the Benchmark
Emerging Markets, Public Markets

Beyond the Benchmark

October 12, 2026