Markets are shifting. What has worked so far in 2025 may not carry forward. The question isn’t whether conditions are changing, it’s whether your clients’ portfolios are prepared for what comes next.
WisdomTree’s mid-year update on its “2025 Economic & Market Outlook” cuts through the mid-year noise to reveal what actually matters for the remainder of the year.
This 20-page analysis covers:
- US economic crosscurrents that most forecasts are missing — and why traditional inflation models may be broken.
- Fixed income opportunities hiding in plain sight across Treasuries, municipals, securitized credit, and EM debt.
- Geographic positioning insights that challenge conventional wisdom about Japan, China, and US equity dominance.
The report doesn’t just list market conditions. It identifies the structural shifts, policy pivots, and market dynamics that could reshape portfolios by year-end. Whether rate sensitivity is your biggest concern or you’re hunting for yield in unexpected places, this analysis connects the dots between macro uncertainty and practical strategy.
WisdomTree’s investment team has rendered complex market inputs into clear, implementable insights – the kind that help advisors stay ahead of client questions and position portfolios with conviction.
Don’t miss what’s in store for investors in the second half of 2025.