Get a better view of 2025

After a volatile 2024, what lies ahead for investors in the coming year?
Our experienced team of experts share their insights on the macroeconomic landscape, and how to navigate the risks and opportunities in store for markets across asset classes.

Discover why Tim Toohey believes tactical positioning will be key to navigating markets in the year ahead.

TAKE A MACRO LOOK

Australian Equities

The Australian equity market presents a mix of opportunities and challenges.

Large Caps

Marcus Ryan

Ample investment opportunities exist in resilient sectors. More >

Small Caps

Michael Steele

Expect earnings to drive the next leg of growth in small caps. More >

Micro Caps

Joel Fleming

Companies that can thrive in broader economic conditions offer potential. More >

Australian Fixed Income

Fixed Income will continue to shine, providing investors with strong returns.

Rates and Bonds

Darren Langer

Bonds will continue to play an important role in portfolios. More >

Australian Credit

Roy Keenan

Investment-grade credit is set for another strong year. More >

Multi-Sector Credit

Phil Strano

Multi-sector credit to provide greater diversification. More >

See what our global equity team are looking forward to

Finding winners that are less exposed to economic trends, geopolitical risks, and inflationary pressures will be critical for achieving genuine alpha.

GLOBAL EQUITIES IN 2025

Take a closer look at our funds

We offer actively managed capabilities across Australian and global equities, fixed income and multi-asset to our wholesale and institutional clients. Explore >