Equity markets in 2025: balancing risks and rewards

With 2025 here, equity markets face a pivotal moment shaped by shifting economic dynamics and evolving sector trends. While developed markets continue to demonstrate resilience, emerging economies present untapped opportunities for growth. Valuations remain a central theme, with investors needing to balance near-term optimism with long-term sustainability. Success in this environment requires a sharp focus on positioning portfolios to align with a rapidly changing economic landscape, ensuring both adaptability and resilience.