
10 DECEMBER 2024
2025 Technology outlook: Will the rest of tech (finally) catch up to the Mag 7?
Will the rest of tech (finally) catch up to the Mag 7? Read more from Franklin Equity Group’s Matthew Cioppa in this 2025 technology sector outlook.
Uncover what our investment leaders are watching for in the year ahead.
Our investment teams provide their outlooks for 2025, covering fixed income, equities, multi-asset, alternative investing and ETFs. Please bookmark this page and return periodically to see all the latest views.
In looking ahead to 2025, we believe in a portfolio approach to managing wealth and assets. Alternatives and thematic ideas can complement traditional portfolios of stocks and bonds, potentially adding return and helping mitigate risk.”

Chief Market Strategist, Franklin Templeton Institute
The November survey results are from investment professionals across all asset classes, and we provide our predictions on inflation, recession, asset class performance and more for 2025.
We believe investing in a broad range of asset classes and regions optimizes the balance of risk and reward across various economic outcomes. Our specialist investment teams share their outlook for 2025 for their respective asset classes.
Identifying longer-term trends in society and the economy can point to durable sources of excess return and help position one’s portfolio for future risks and opportunities. We consider five key themes.
Infrastructure encompasses an array of long-term, often publicly supported, investment projects. Those can include transportation, communication, power generation and transmission, among others. Our investment teams and strategists share their research, analysis and implications for investors.

We are building and accelerating technology solutions to help investors break down barriers to growth and keep pace with the disruptive transformation of our industry. Read more on how technology and innovation are driving the evolution of the investment management industry.

At the heart of it, sustainability means meeting our generation's needs without compromising the ability of future generations to meet theirs. It's a lens we apply to our investment thinking. Our investment teams and strategists share their research, analysis and implications for investors seeking returns without compromising core values.

Looking past the enthusiasm and calls for caution, AI is entering a period of broad adoption and application that is already enhancing business efficiency and expanding existing markets. As with any emerging innovation, development is constant, with new opportunities and competitive risks emerging across industries.

For investors, demographics are a driver of country risk, and they can impact productivity, economic growth, sovereign financials and debt ratings. Demographics are not destiny, but they do set parameters. Find out more from Franklin Templeton Institute’s strategists and our investment teams.

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