In its 2025 market outlook, DWS identified ten market drivers – from AI to changing demographics to De-dollarization and extreme risk scenarios. The study examines the trends, how they affect the capital markets, and how investors can take advantage of the investment themes.
The outlook also shows the interconnectedness. “For example, AI could prove to be an important catalyst in the development of new medicines. Medical progress in turn has an impact on demographic trends, which in turn affect the bond markets,” Björn Jesch, Global Chief Investment Officer at DWS, stated.
Access the full outlook here.
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