James Cook 2025 Outlook. Our 2025 outlook shares our views on the pace of economic growth, the path of monetary policy and five key themes shaping investment opportunities. 3 insights from a financial expert our financial expert weighs in on investing amid market highs, ai optimism, and political uncertainty—and why.

The investment landscape for 2025 is shaped by four key macroeconomic trends that call for prudence and strategic positioning: Global growth is likely to be around 3% in 2025 and 2026, as tariff and immigration policies begin to slow the u.s.