Table of Contents:
The economic supremacy of the United States
In the global economic landscape, the United States continues to hold a preeminent position. According to Goldman Sachs’ Investment Strategy Group (ISG), 2025 promises to be a crucial year for investments, with the United States confirming itself as the main engine of economic growth. In 2024, US GDP increased by 1.4 trillion dollars, far outpacing the performance of other economies, such as China and the Eurozone.
This trend is supported by an increase in productivity, which registered +2.3%, compared to lower growth rates in other advanced nations
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Investment strategies: staying invested
The concept of ‘Stay Invested’, i.e. staying invested, is another central theme for investors in 2025. Goldman Sachs experts stress the importance of maintaining a long-term investment strategy, despite high US stock valuations. Although American equities may appear expensive, analyses suggest that high valuations should not be interpreted as a signal for effective market-timing. Investors are therefore encouraged to diversify their portfolios, including non-US assets to mitigate the risks associated with
excessive concentration.
Opportunities and risks in emerging markets
As far as emerging markets are concerned, experts warn to proceed with caution. Currency volatility and macroeconomic uncertainties represent significant challenges. However, these markets are expected to grow by 4.1% in 2025, provided they address issues related to data transparency and geopolitical conflicts, such as the war in Ukraine. Investors should also consider alternative assets such as Bitcoin and gold, which, while not generating reliable cash flows, can offer strategic opportunities to diversify long-term portfolios
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Geopolitical challenges and cybercrime
The investment outlook for 2025 is not risk-free. The trade war between the United States and China continues to generate uncertainty in global markets, while aggressive policies in Asia, especially in the South China Sea, could negatively affect economic stability. In addition, experts warn that the global cost of cybercrime could reach 10.5 trillion dollars by 2025, making cyberattacks a growing threat to companies and investors. It’s crucial that investors are aware of these risks and develop strategies to protect their assets
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