Navigating the 2025 Investment Landscape: Trends We’re Watching

The current investment climate is anything but predictable. As we navigate Q2 of 2025, global markets are absorbing the impact of significant policy shifts, currency pressures, and evolving economic narratives. In periods like these, we find it especially important to stay nimble, informed, and disciplined in how we allocate capital.

Here are five investment themes we’re actively monitoring and responding to in our own approach.

1. Volatility Is Back—And It’s Global

Equity markets have seen sharp corrections in response to sudden policy moves, particularly in trade and tariffs. This kind of volatility tests short-term assumptions—but it also creates long-term opportunities. Our approach remains centered on understanding the ripple effects across sectors and geographies, not just reacting to headlines.

2. Gold Is Reasserting Its Role

While some investors debate the value of traditional safe havens, the market is voting with its feet. Gold has emerged once again as a preferred hedge—not just against inflation, but against uncertainty itself. It’s a signal we’re watching closely, especially as real yields fluctuate.

3. Interest Rates Are a Moving Target

Bond yields have swung significantly in recent weeks, reflecting the market’s tug-of-war between inflation concerns and slowing growth. We don’t claim to predict interest rates—but we do believe that understanding their trajectory is critical to managing risk and optimizing duration exposure across fixed income and alternatives.

4. Alternative Assets Are Gaining Traction

In uncertain times, we’ve always believed in looking beyond traditional equities and bonds. Private credit, infrastructure, and real assets are proving their relevance once again. These assets tend to move on different cycles—and when selected thoughtfully, they can offer both resilience and yield.

5. Thematic Investing Is More Than a Trend

From AI and automation to demographic shifts and energy transition, we see thematic strategies as essential, not optional. The key is filtering long-term narratives from short-term noise and allocating capital in a way that aligns with structural change—not market hype.

Our Lens

We’re not in the business of predicting the next headline. We’re in the business of building resilient, forward-looking strategies that respond to where the world is going—not just where it’s been.

Understanding these trends helps us do just that.

Next Step: Explore the 8 Criteria We Use to Assess Alternative Investments

If you’re evaluating where alternative assets might fit into your broader strategy, we’ve outlined the exact framework we use ourselves when reviewing opportunities.

👉 Download our guide: 8 Must-Know Criteria Before You Invest in Alternatives

It’s a concise, actionable checklist based on how we evaluate risk, alignment, and long-term value across asset classes.