The question of where it is convenient invest in 2025 faces a series of responses: those who have funds to exploit have a series of options, from the stock market to the bond market via classic safe haven assets.
Here we will focus on the sectors in which analysts predict growth over 2025, without going into specifics and without mentioning the individual players at play (this is the job of financial advisors).
The stock market
The premise is made by the experts at M&G Investments inInvestment Perspectives 2025 Outlookwhich highlights how, in the context of equity investments in 2025, the suggested strategy is to select the individual titles rather than seeking top-down exposure to individual countries or sectors.
Take, for example, the American case: currently the US market has shown its muscles with a series of outperformances, also due to the optimism for the return of Donald Trump who promises to cut taxes for companies and a series of other measures to put the American economy back on track, starting with the introduction of tariffs. However, not all stocks in the US market have the ability to achieve the same performance.
Expert Fabiana Fedeli takes into consideration the potential opportunities of stock picking in Asia and Europe, but inviting you to make a careful selection of options.
Government bonds
Analyst David Knee focuses on government bonds, highlighting how they “in many economies” are higher than they have been since the 2008 financial crisis. “They are close to the level reached for much of the 2000s, but lower at the levels of the 90s,” he explains. Knee highlights how emerging markets (Brazil, Mexico and South Africa) offer more attractive levels of risk compensation.
Growth sectors in 2025
Some of the sectors that are expected to grow in 2025 are mentioned by Forbes.
Those who are amazed by the current capabilities of artificial intelligence should come to their senses: we are only at the beginning and the digital revolution, according to the premises, promises to be something unimaginable. The financial newspaper quotes Faistaccording to which the global AI market is expected to reach $1.81 trillion by 2030, with a compound annual growth rate of +36.6%. But be careful: the term “artificial intelligence” is completely generic, since it finds application in a series of fields, from medicine to robotics, from services to security. Tech companies, among other things, are in fierce competition with each other. Taking these premises into account, it is advisable to approach the market with the appropriate precautions.
Defense And safety they will be growing markets in 2025: the first to talk about the need to increase spending in the sector was the President of the European Commission Ursula von der Leyen: “Peace is not permanent”, she reminded the States of the Union already in February 2024, ergo we need to produce more weapons. In the USA, Trump echoed this by announcing important investments in the sector. Statesman estimates that defense spending in the United States will increase annually for the next decade, reaching approximately $1.1 trillion in 2034, an increase of more than +20% from 2023 and +263% from 2000.
THE data centers they consume more and more energy. One bet is the shift to alternative sources, such as natural gas and nuclear energy, to meet needs.
One sector to keep an eye on in 2025 is the large ones pharmaceutical companies. At least two key factors to consider: the expiration of patents on high-turnover drugs and the aging of the Western population (and beyond), which is pushing research into services aimed at the elderly. Forbes recall how in 2024 there were 36 transactions in the biotech sector for a total value of over 45 billion dollars, with an average premium paid of 83%.
