Wellington Management
January 15, 2025
Tracing our history to 1928, Wellington Management is one of the largest independent investment management firms in the world. We serve as a trusted adviser for institutions in more than 60 countries.

Equity Market Outlook

While the impact of a new Trump administration and potential future China stimulus measures remains to be seen and risks persist, growth seems poised to accelerate, especially in the US. As we approach 2025, the global equity landscape is set for significant shifts. Inflation and interest rates are likely to remain structurally higher and more volatile. Political intervention and performance dispersion across global markets will continue to increase. Themes such as the broadening of earnings growth beyond tech mega caps, renewed value in diversification, regime shift in Europe and the potential resurgence of small- and mid-cap companies may present compelling opportunities for investors.

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