Citi Wealth Releases Outlook 2025 - Growth Amid Discord: Strategies for a “Rule-Breaking” Expansion
Citi Wealth has released its Wealth Outlook for 2025, titled Growth Amid Discord: Strategies for a “Rule-Breaking” Expansion. The report forecasts a global GDP growth of 2.9% in 2025 and 2026, up from 2.6% in 2024, with the U.S. predicted to grow by 2.4% in 2025.
The report advises investors to maintain fully invested core portfolios while being cautious of over-concentration. While U.S. large-cap equities' outperformance has reduced future returns, smaller cap U.S. growth and international markets present new opportunities. Potential risks include geopolitical tensions, trade wars, and unsustainable U.S. growth.
Citi Wealth also highlights four transformative trends: AI adoption, climate technology investment, healthcare advancements, and the U.S.-China strategic rivalry. The report identifies ten opportunistic positions for investors, including semiconductor equipment, biotechnology, and Brazilian equities.
Citi Wealth ha pubblicato il suo Wealth Outlook per il 2025, intitolato Crescita in mezzo al disaccordo: Strategie per un'espansione “che rompe le regole”. Il rapporto prevede una crescita del PIL globale del 2,9% nel 2025 e 2026, in aumento rispetto al 2,6% nel 2024, con gli Stati Uniti che dovrebbero crescere del 2,4% nel 2025.
Il rapporto consiglia agli investitori di mantenere portafogli core completamente investiti, prestando attenzione all’eccessiva concentrazione. Sebbene l'outperformance delle azioni large-cap statunitensi abbia ridotto i rendimenti futuri, le azioni a piccola capitalizzazione negli USA e i mercati internazionali offrono nuove opportunità. I potenziali rischi includono tensioni geopolitiche, guerre commerciali e una crescita USA non sostenibile.
Citi Wealth evidenzia anche quattro tendenze trasformative: adozione dell'IA, investimenti in tecnologie climatiche, progressi nella sanità e la competizione strategica tra USA e Cina. Il rapporto identifica dieci posizioni opportunistiche per gli investitori, inclusi attrezzature per semiconduttori, biotecnologia e azioni brasiliane.
Citi Wealth ha lanzado su Wealth Outlook para 2025, titulado Crecimiento en medio de la discordia: Estrategias para una expansión “que rompe las reglas”. El informe pronostica un crecimiento del PIB global del 2,9% en 2025 y 2026, aumentando desde el 2,6% en 2024, con EE. UU. pronosticado para crecer un 2,4% en 2025.
El informe aconseja a los inversores mantener carteras centrales completamente invertidas mientras son cautelosos con la sobreconcentración. Si bien el desempeño superior de las acciones de gran capitalización de EE. UU. ha reducido los rendimientos futuros, las acciones de pequeña capitalización en EE. UU. y los mercados internacionales presentan nuevas oportunidades. Los riesgos potenciales incluyen tensiones geopolíticas, guerras comerciales y un crecimiento de EE. UU. insostenible.
Citi Wealth también destaca cuatro tendencias transformadoras: adopción de IA, inversión en tecnología climática, avances en salud y la rivalidad estratégica entre EE. UU. y China. El informe identifica diez posiciones oportunistas para los inversores, incluyendo equipos de semiconductores, biotecnología y acciones brasileñas.
씨티 웰스는 2025년 자산 전망을 발표했습니다. 제목은 불화 속의 성장: '규칙을 깨는' 확장을 위한 전략입니다. 이 보고서는 2025년과 2026년의 세계 GDP 성장률이 2.9%에 이를 것으로 예측하며, 2024년의 2.6%에서 상승하는 것입니다. 미국은 2025년에 2.4% 성장할 것으로 예상됩니다.
이 보고서는 투자자들에게 과도한 집중에 주의하면서 완전히 투자된 핵심 포트폴리오를 유지할 것을 권장합니다. 미국의 대형 주식의 초과 성과가 미래 수익률을 감소시켰지만, 소형주 및 국제 시장은 새로운 기회를 제공합니다. 잠재적 위험으로는 지정학적 긴장, 무역 전쟁 및 지속 불가능한 미국 성장 등이 있습니다.
씨티 웰스는 또한 AI 채택, 기후 기술 투자, 환자 돌봄 발전, 미국-중국 전략적 경쟁의 네 가지 혁신적인 트렌드를 강조합니다. 이 보고서는 반도체 장비, 생명공학, 브라질 주식 등 투자자들에게 열 가지 기회 있는 포지션을 식별합니다.
Citi Wealth a publié son Wealth Outlook pour 2025, intitulé Croissance au milieu du désaccord : Stratégies pour une expansion “qui enfreint les règles”. Le rapport prévoit une croissance du PIB mondial de 2,9% en 2025 et 2026, contre 2,6% en 2024, avec des prévisions de croissance de 2,4% pour les États-Unis en 2025.
Le rapport conseille aux investisseurs de maintenir des portefeuilles principaux entièrement investis tout en restant prudents vis-à-vis de la surconcentration. Bien que la surperformance des actions américaines à grande capitalisation ait réduit les rendements futurs, les actions de petite capitalisation américaines et les marchés internationaux offrent de nouvelles opportunités. Les risques potentiels incluent des tensions géopolitiques, des guerres commerciales et une croissance américaine non durable.
Citi Wealth met également en avant quatre tendances transformantes : adoption de l'IA, investissement dans les technologies climatiques, progrès en matière de santé et la rivalité stratégique entre les États-Unis et la Chine. Le rapport identifie dix positions opportunistes pour les investisseurs, notamment des équipements de semi-conducteurs, de la biotechnologie et des actions brésiliennes.
Citi Wealth hat seinen Vermögensausblick für 2025 veröffentlicht, betitelt Wachstum inmitten von Unstimmigkeiten: Strategien für eine „Regelbrechende“ Expansion. Der Bericht prognostiziert ein weltweites BIP-Wachstum von 2,9% in 2025 und 2026, ein Anstieg von 2,6% im Jahr 2024, wobei die USA voraussichtlich um 2,4% im Jahr 2025 wachsen werden.
Der Bericht rät Investoren, vollständig investierte Kernportfolios beizubehalten, während sie vorsichtig mit Überkonzentration umgehen. Während die Überperformance der großen US-Aktien zukünftige Renditen verringert hat, bieten kleinere US-Wachstumsaktien und internationale Märkte neue Chancen. Mögliche Risiken sind geopolitische Spannungen, Handelskriege und ein nicht nachhaltiges US-Wachstum.
Citi Wealth hebt auch vier transformative Trends hervor: KI-Annahme, Investitionen in Klimatechnologie, Fortschritte im Gesundheitswesen und die strategische Rivalität zwischen den USA und China. Der Bericht identifiziert zehn opportunistische Positionen für Investoren, darunter Halbleiterausrüstung, Biotechnologie und brasilianische Aktien.
- Global GDP expected to rise to 2.9% in 2025 and 2026.
- U.S. growth forecast updated to 2.4% for 2025.
- Smaller cap U.S. growth and international markets identified as new opportunities.
- AI, climate technology, healthcare, and U.S.-China rivalry highlighted as transformative trends.
- Potential risks include geopolitical tensions and trade wars.
- U.S. growth may become unsustainable.
Insights
Having defied usually reliable recession signals, the global economic expansion is expected to continue in 2025 and 2026. Citi Wealth forecasts world GDP to rise
“We are advising our investors to keep core portfolios fully invested for the long-term while being wary of over-concentrated portfolios,” said Steven Wieting, Chief Investment Strategist and Economist for Citi Wealth. “The long period of sharp outperformance for
Amid likely geopolitical discord, Citi Wealth expects greater market volatility. The Trump administration is projected to pursue policies that prioritize domestic activity and that may stoke tensions internationally. Risks include a possible trade war, pockets of high valuation and the
“With systemic trends powering global economic growth in 2025 and beyond, investors have reason for optimism,” said Andy Sieg, Head of Citi Wealth. “At the same time, discord around the world can threaten market stability. With so many variables to consider, it’s important that investors have advisors they can rely on.”
In the report, Citi Wealth also examines four unstoppable trends, powerful long-term forces that are transforming how we live and work:
- AI: Getting More Real – Spending on AI capacity continues to increase worldwide. AI adoption has, to date mostly benefited the tech sector, but benefits may now spread. Citi Wealth identifies healthcare, finance, robotics, education and agriculture among potential beneficiaries, although slower-than-expected business outcomes remain a risk.
- Climate: Investing in Innovative Technologies – Extreme weather events have underlined the need for further action to address climate change, including emissions reduction, carbon capture and adaptation. Citi Wealth favors exposure to makers, installers and users of innovative technologies in these areas.
- Healthcare’s Prescription for Longevity – Aging populations are straining healthcare budgets worldwide, so trying to keep people healthier for longer is vital. Citi Wealth believes specialist healthcare managers have investment potential.
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Positioning Portfolios amid
U.S. -China Polarization – The strategic rivalry between theU.S. andChina may intensify under the Trump administration. As the “G2” powers seek to strengthen their supply chains, certain industries inSoutheast Asia ,Latin America and theU.S. stand to gain.
In addition, Citi Wealth highlights ten opportunistic positions that it believes may complement core portfolios, depending upon investor objectives:
- Semiconductor equipment makers
- Medical equipment
- Biotechnology
- Defense contractors
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U.S. banks - Midstream energy transportation
- Nuclear energy
- Positioning for renewed volatility
- Enablers of cryptocurrencies’ growth
- Brazilian equities
About Citi
Citi is a preeminent banking partner for institutions with cross-border needs, a global leader in wealth management and a valued personal bank in its home market of
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View source version on businesswire.com: https://www.businesswire.com/news/home/20241211015166/en/
Media
Hugh Cunningham
hugh.cunningham@citi.com
Source: Citi
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