DiscoverCapital Ideas Podcast2025 Midyear Outlook
2025 Midyear Outlook

2025 Midyear Outlook

Update: 2025-07-10
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Capital Group portfolio managers Martin Jacobs and John Queen share their outlook for the economy and markets at the midpoint of 2025. How are tariffs, trade wars and actual wars affecting the outlook for the global economy? Is stock market volatility presenting opportunities for long-term investors? Can bonds help to balance equity risk in your portfolio? We’ll tackle those questions and more. 

#CapGroupGlobal 

 




For full disclosures go to capitalgroup.com/global-disclosures 

 




For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you’re based outside of the U.S., visit capitalgroup.com for Capital Group insights. 

 

 
 

Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://www.youtube.com/playlist?list=PLbKcvAV87057bIfkbTAp-dgqaLEwa9GHi 

 




This content is published by Capital Client Group, Inc. 

 




U.K. investors can view a glossary of technical terms here: https://www.capitalgroup.com/individual-investors/gb/en/resources/how-to-invest/glossary.html 

 




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2025 Midyear Outlook

2025 Midyear Outlook