...? Goldman Sachs Asset Management’s latest 2025 forecast focuses on diversification, ESG investing, technology development, and alternative assets. Find out which sectors promise the highest returns, what risks to consider, and how to properly allocate ... ..., investment strategies, and recommendations for both retail and institutional investors. Macroeconomic Landscape of 2025 1. Inflation and Monetary Policy Central banks in developed countries will continue their fight against inflation, reflected in cautious ...

... economic calendar is packed with high-impact events for investors, with central bank rate decisions from both the Bank of England and the Federal Reserve. These decisions will be closely monitored, as they could shape policy expectations and influence markets.... ... for UK markets. A rate hike typically supports the pound, while an unchanged rate might be viewed as a cautious approach amid inflation concerns. Any shift in policy will impact sectors sensitive to borrowing costs. Governor Bailey’s Speech — Published ...

... export of Russian energy resources. Additionally, ongoing U.S.-China trade negotiations remain in the market's sight: an extension of the tariff truce would reduce risks for the global economy and support demand for energy resources. Financial Markets and Economy: Macroeconomic data (inflation levels, interest rate trends, industrial growth rates) will influence commodity markets. Should major economies signal a slowdown, oil quotes may cool, and fuel consumption could decline. For now, however, basic forecasts anticipate moderate growth in oil demand (~+2% year-on-year) and gas by the end of 2025, creating a relatively favorable backdrop for ...

... especially if restrictions affect energy resource exports. Additionally, US-China trade negotiations are in focus: extending the tariff truce would reduce risk for the global economy, which would also positively affect energy demand. Financial Markets and Economics: Data on the state of the global economy (inflation, interest rates, industrial growth) will influence commodity markets. If large economies show signs of slowdown, this could cool oil prices and reduce fuel consumption. For now, forecasts indicate moderate growth in demand for oil (~2% per year) and gas by the end of 2025. In summary, the fuel and energy complex is entering the ...

... pivotal date in the world of economics will be marked by the release of key reports from tech giants such as Meta, Microsoft, and Qualcomm. Analysts are anticipating strong results from these companies reflecting current economic events and their impact ... ... metals. Thus, the combination of GDP data and the Fed's rhetoric will dictate market sentiments: confirmation of decelerating inflation and a soft tone from the regulator could support a rally in risk assets, while any “hawkish” surprises or disappointing ...