We enter 2025 being constructive on higher yielding credit and global equities on a tactical basis. From a medium-term perspective, the world has become increasingly unpredictable in 2025 due to policy uncertainty. As such, maintaining a disciplined approach to portfolio risk is just as important as focusing on investment strategies, particularly as Trump’s policies begin to impact the market post-inauguration.

Read Eastspring’s 1Q 2025 Market Outlook