Growth divergence across countries is defining investment opportunities in 2025. The U.S. economy beats forecasts, thanks in part to strong domestic demand, while the new administration’s policy changes could push inflation higher. In contrast, growth in the eurozone remains weak, affected by low consumer confidence, a slowdown in the manufacturing sector, and the lingering impact of energy prices.
Against this backdrop, our Global Fixed Income team presents three allocation ideas for three risk profiles with short- and long-term investment horizons.
