Barclays - Outlook 2025
-·2024-11-20 14:54
2025 OUTLOOK TIME TO DELIVER ● BARCLAYS | Private Bank Foreword 3 2025: time to deliver 4 Can the US stay in top gear? 5 Eurozone: a mild recovery? 7 Is China having its 'big bazooka' moment? 9 UK: a new paradigm? 11 A time for selectivity and quality amid shifting tides 13 Adapting to the yield cycle 18 Is AI (b)reaching its limits? 22 Material E, S and G factors in 2025 27 Is 2025 the time to decarbonise your portfolio or the planet? 33 Making sense of things 37 Multi-asset portfolio allocation 40 Key dat ...