Our latest edition of Quarterly ideas Exchange (“QiX”) for 2024 shares our perspective on global markets. We explore the top investment actions institutional investors should consider for 2025, and the strategic considerations and investment implications of the U.S. elections. By embracing these strategies, investors can position themselves for success in a dynamic market environment.
01
As we look ahead to 2025, investors should focus on actionable strategies to navigate opportunities amid uncertainty, optimize portfolios, and drive long-term success.
02
Exploring the incoming Trump administration’s potential macroeconomic and geopolitical impacts, including financial markets, foreign policy, fiscal policy and portfolios.
03
Global investment outlook and strategic considerations
WTW’s investment leaders from the U.S. and the U.K. break down the macro-economic and geopolitical impacts of the election outcome, examining critical issues like equity markets impacts, tariffs, fiscal policies, foreign policy and immigration. Discover how these factors may reshape markets and affect organizations.
Rewards, retirement, benefits, and investment implications
The 2024 election results will likely reshape the corporate landscape, influencing strategies across critical areas like compensation, employee benefits, investments, and retirement planning. In this evolving environment, WTW’s thought leaders offer forward-thinking insights on how regulatory changes, emerging compensation trends, and the future of workforce benefits will redefine the employee experience.
04
Our latest Global Markets Overview explores the impacts of the U.S. election on financial markets, our macroeconomic outlook and price updates on assets such as government bonds, credit and equities.
05
A Thinking Ahead Institute study which gathers data on the total assets of the top 100 asset owners around the world.
06
Authored by the Future of ESG working group from the Thinking Ahead Institute. This paper explores the evolving role of ESG amid a pivotal identity crisis and debates over its future. While some question its longevity, ESG continues to evolve, driven by principles that still hold significant common-sense appeal. This enduring relevance suggests that ESG unlikely to do anything but expand.
