This Capital Group 2025 Outlook provides a comprehensive analysis of economic, equity, and fixed-income opportunities for the year ahead, identifying key investment strategies amid global uncertainty.
• U.S. Economic Strength: The U.S. continues to drive global growth, with GDP projected at 2.5%-3.0%, supported by corporate profits and consumer resilience.
• AI Investment: Opportunities span the AI technology stack and its supply chain, benefiting semiconductors, infrastructure, and old-economy industrials.
• Fixed Income: High-quality bonds regain prominence, offering diversification and steady income as yields stabilize.
• Emerging Markets: India leads with strong growth, while selective opportunities in China and supply-chain hubs like Mexico emerge.
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