Recently, during the Christmas holiday, I spent a few days by the seaside 🏝️ and went through reports from major global investment banks, summarizing the "2025 Investment Outlook" as follows, organized by importance from top to bottom, which is worth a look:
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BlackRock: https://www.blackrock.com/us/financial-professionals/literature/article-reprint/2025-thematic-outlook.pdf
Barclays: https://privatebank.barclays.com/content/dam/privatebank-barclays-com/en-gb/private-bank/documents/insights/outlook-2025/outlook-2025.pdf
Goldman Sachs: https://www.goldmansachs.com/images/insights/2025-outlooks/Tailwinds-Probably-Trump-Tariffs.pdf
JP Morgan: https://am.jpmorgan.com/content/dam/jpm-am-aem/global/en/insights/market-insights/emea-investment-outlook-2025.pdf
HSBC: https://www.privatebanking.hsbc.com/content/dam/privatebanking/gpb/wealth-insights/investment-insights/house-views/2025/brochure/hsbc-gpb-investment-outlook-new-growth-engines.pdf
Wells Fargo: https://wellsfargo.bluematrix.com/links2/html/05ca4b0c-2522-4b31-a2c1-1bcca918664d
Invesco: https://www.invesco.com/us-rest/contentdetail?contentId=2ccc2b40-37d9-4556-93b2-b6e0bebf0860
Deloitte: https://www2.deloitte.com/us/en/insights/industry/financial-services/financial-services-industry-outlooks/banking-industry-outlook.html
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