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 robust 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 making decisions which could have long lasting consequences on their ability to reach their goals.
Learning objectives:
- Understand where we believe the key investment opportunities for 2025 can be found.
- Learn how our investment team is finding returns in a falling rate environment.
- Understand the impact of AI on investing in 2025.
- Learn how to build a portfolio that looks after you and your clients.
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