Market Perspective

Lindsey Vardi |

Markets don’t move in straight lines. After more than a decade of U.S. financial dominance - fueled by cheap capital, strong inflows, and elevated valuations - the winds may be shifting.

From a weakening dollar to demographic headwinds and historic valuation disparities, 2025 could mark the beginning of a new global paradigm.

We explore what this means for investors in our latest Market Perspective.

2025 Market Perspective