The question is, where is it easier? Invest in 2025. Faced with a series of responses: those with funds to exploit have several options, from the stock market through classic safe-haven assets to the bond market.
Here we will focus on the sectors in which analysts predict growth through 2025, without going into details and without mentioning the individual players in the game (that’s the job of financial advisors).
Stock market
The foundation is built by experts at M&G Investments.Investment Perspectives 2025 Outlookwhich highlights how, in the context of equity investment in 2025, the recommended strategy is to Individual topics Rather than seeking top-down exposure to individual countries or sectors.
Take the US case for example: the US market has currently flexed its muscles with a series of underperformance, also due to optimism for the return of Donald Trump, who has announced tax cuts for companies. Promised to and a series of other measures, the US economy back on track, starting with the introduction of tariffs. However, not all stocks in the US market are capable of achieving the same performance.
Expert Fabiana considers Fedeli’s potential opportunities. Stock Picking in Asia and Europe, but invites you to choose options carefully.
Government bonds
Analyst David Knee focused on government bonds, highlighting how “in many economies” they are higher than they were during the 2008 financial crisis and “are close to levels reached for much of the 2000s.” , but are down to 90s levels,” he explains. Knee highlights how emerging markets (Brazil, Mexico and South Africa) offer more attractive levels of risk compensation.
Growth Sectors in 2025
Some of the sectors expected to grow in 2025 are mentioned. Forbes.
Those who are surprised by the current capabilities of artificial intelligence should be aware: we are only at the beginning and the digital revolution, according to the premise, promises something unimaginable. Refers to financial newspaper. FastAccording to which the global AI market is expected to reach $1.81 trillion by 2030, with a compound annual growth rate of +36.6%. But be careful: the term “artificial intelligence” is completely generic, as it is applied to fields ranging from medicine to robotics, from services to security. Tech companies are, among other things, in fierce competition with each other. Considering these premises, it is advisable to approach the market with due caution.
Defense e Safety They will increase the markets in 2025: the first to talk about the need to increase spending in this sector was Ursula van der Leyen, president of the European Commission: “Peace is not permanent”, she reminded the states of the Union in February. delivered 2024, so we need to develop more weapons. In the US, Trump echoed this by announcing significant investment in the sector. Statesman Defense spending in the United States is projected to grow annually for the next decade, reaching nearly $1.1 trillion in 2034, up +20% from 2023 and +263% from 2000.
i Data center They use more energy. One condition is to shift to alternative sources, such as natural gas and nuclear power, to meet demand.
One sector to watch out for in 2025 is big. Pharmaceutical companies. There are at least two important factors to consider: patent expirations for high-volume drugs and the aging of Western populations (and beyond), which are driving research into services for the elderly. Forbes Recall how in 2024 there were 36 transactions in the biotech sector with a total value of more than $45 billion, with an average premium paid of 83%.
