The year 2025 is shaping up to be a pivotal moment for the global economy, politics and financial markets. From geopolitical changes, to monetary policies and trade wars, to technological innovation, everything that lies ahead this year could have far-reaching implications. Let's take a look at the key areas that will set the course in 2025.
With the return of Donald Trump to the presidency after the 2024 election, there are renewed concerns about protectionist policies. Trump's approach, characterised by the imposition of tariffs and the renegotiation of international trade agreements, has the potential to disrupt global economic relations.
The threat of new tariffs against China or the European Union could affect world trade and increase costs for companies and consumers. For investors, this means increased volatility in markets and the need to closely monitor policy decisions in the US.
In 2025, there will be several key elections in Europe that could change the political direction of the continent:
Europe faces the growing influence of far-right parties, which was already evident in 2024 when Marine Le Pen and her party made historic gains in France. These political shifts may influence decision-making at European Union level, including on migration, climate and economic policies.
Trade relations between the US and China are again under pressure. Renewed trade wars could disrupt global supply chains, leading to rising costs of goods and higher inflation. This scenario is a threat not only to Asian markets but also to global trade.
At the same time, China is trying to stimulate its economy through an expansionary monetary policy, which could lead to a new type of carry trade based on cheap Chinese debt. Investors must thus prepare for a possible destabilisation of markets and exchange rates.
Central banks will continue to play a key role in 2025:
The ongoing war in Ukraine remains a key geopolitical factor. In addition, tensions between the US and China over Taiwan are rising, increasing the risk of military escalation. These conflicts may affect energy markets, commodity prices and the stability of financial markets.
Technology continues to change the world of investment. Artificial intelligence (AI) and digitisation are creating new opportunities in sectors such as healthcare, energy and fintech. Investors who can identify key technology trends can achieve compelling returns in 2025.
The global economy is set to grow by 2.8% in 2025, a slight slowdown from the previous year. This development will be influenced by:
On the other hand, technological innovation and growth in emerging markets may offer interesting opportunities.
2025 brings a combination of risks and opportunities. The key to success will be portfolio diversification, monitoring political and economic trends and focusing on sectors with high growth potential such as technology and infrastructure. At Futuro Invest, we monitor all these trends to offer our clients solutions that can withstand the uncertainties and seize the opportunities in the new year.
We will discuss and communicate most of these topics in detail in future articles. We will focus not only on the potential risks that can affect your investments, but also on the positive opportunities that can bring interesting appreciation. Follow our updates to stay informed and make decisions based on the most up-to-date data and analysis.