The 2025 macroeconomic landscape will be shaped by U.S. policy uncertainty following Trump’s return to the presidency. Fiscal expansion, trade tariffs, and deregulation could drive growth and inflation but create market volatility. In the U.S., fiscal policies may push rates higher, challenging duration. In Europe, slowing growth and a dovish ECB will dominate, with fiscal debates returning.
Credit markets offer selective opportunities, with active management essential to capture high-value assets amid tighter spreads.
Watch Gabriele Foà (Global Credit Portfolio Manager, Algebris Investments) in his latest analysis.
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