Outlook 2025 (II): Diverging monetary policy developments

Article by Nils Essmann & Martin Hasse

Falling inflation, a wide variety of monetary policy strategies and an uneven global economy: how will the bond and currency markets react to 2025? In the second part of our annual outlook, the M.M.Warburg & CO team analyzes the impact of the Trump administration, Europe's role as a growth laggard and the potential interest rate advantage of the US dollar, among other things.

Find out why European government bonds with long maturities remain attractive, what opportunities lie in the US high-yield segment and how alternative investments such as cat bonds can diversify your portfolios.