Financial Adviser Investment Outlook 2025
We’re pleased to deliver the Morningstar Wealth Investment Outlook 2025 for Financial Advisers. Taking feedback from advisers, we’ve designed the outlook to support you, your business and your clients. As we look over the horizon to next year, it’s clear that investing conditions in 2025 will be very different to 2024.
Members from across our global Research and Investment Team of over 400 experts have come together to create an outlook to give you the context you need to support your clients in this shifting investment environment; in doing so preventing them from making decisions which could have long lasting consequences on their ability to reach their goals.
Download the report to learn how our outlook can help you navigate uncertainty to find success in 2025.
This content on this website does not constitute investment, legal, tax or other advice and is supplied for information purposes only. Morningstar Wealth cannot guarantee positive results from our investment decisions, and we cannot guarantee that our portfolios will meet your objectives or that losses will be avoided in any of the portfolios. Past performance is not a guide to future returns. The value of investments may go down as well as up and an investor may not get back the amount invested. The information presented herein will be deemed to be superseded by any subsequent versions made available on this website. Refer to the Outlook for full disclosures.