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Investment outlook

Alternate routes: The Fed’s moves and implications for stocks, bonds and beyond

Diversified, long-term investors face the ongoing task of assessing which asset classes and allocation strategies are most likely to put them on the road to successful portfolio outcomes. The path is typically neither static nor in a frenzied flux over long periods, but instead tends to wind through an evolving economic and market landscape shaped by cyclical and secular forces.

If neither purely traditional fixed income and cash at one extreme nor overly equity-centric approaches at the other are optimal portfolio strategies, where do we see the most compelling opportunities? Our “Five themes for 2025” below, cover our preferences and accompanying rationales.

Explore our outlook

Latest insights

Weekly CIO Commentary Fundamentals, not rates, drive senior loans
Given the fragile balance between growth and inflation risks, we expect senior loans to continue to offer compelling returns.
Investment Outlook The insurer’s way to invest in real assets
Views from the TIAA General Account
Investment Outlook 2025 Q4 outlook: Alternate routes: The Fed’s moves and implications for stocks, bonds and beyond
If neither purely traditional fixed income and cash at one extreme nor overly equity-centric approaches at the other are optimal portfolio strategies, where do we see the most compelling opportunities? Our latest outlook covers this and more.

Additional insights and resources

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