Each new year ushers in a fresh start and a new set of investment opportunities. In a continually evolving global economy, LOIM’s portfolio managers across strategies look ahead to what investors could expect in 2025.

Shifting interest-rate expectations globally appear to be the only certainty as fiscal policy and deficits take centre stage. Rising protectionism, trade tensions, greater geopolitical risks and technological advancement are also exerting their influence.

Which investment themes do we see driving growth and potential performance? Equally, where might volatility create opportunity? How do LOIM’s strategies bolster portfolio resilience by embedding upside potential while mitigating downside risk? And in the longer-term, why does the sustainability transition mean rethinking decarbonisation and nature strategies?

In the articles below, our portfolio managers outline their expectations for investing in the new year. Please click on the buttons to read our views by asset class – and to discover each portfolio manager’s new year investment resolution in ‘after the bell’.