Asset Management: Monthly Macro Insights - December 2025
Despite geopolitical tensions and trade frictions, GDP growth in 2025 proved surprisingly resilient, slowing only slightly compared to 2024. However, vulnerabilities remain, as several factors that have supported the global economy thus far may prove to be temporary.
Read the Monthly Macro Insights
by Marc-Antoine Collard, Chief Economist and Head of Economic Research
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Growth Equity Update
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The 52nd Growth Equity Update from Patrick Wellington, Vice-Chairman of Equity Advisory.
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Monetary policy - behind the curtain
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Interest rate expectations have shifted markedly in 2026, with markets now anticipating higher rates amid persistent inflation, economic resilience and more hawkish central banks. Despite this, strong AI-driven earnings have supported equities.
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Stories from the road
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Bringing the right advisers together
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Five stock market talking points in 2026
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Global equities rose despite geopolitical tensions, as markets looked through near-term risks. AI infrastructure spending drove returns and earnings growth, valuations sent mixed signals, and corporate activity remained subdued but showed signs of recovery.
