The global economy enters 2025 at a critical juncture — where inflationary aftershocks are subsiding, interest rates are stabilizing, and technology continues to reshape productivity across industries. In its 2025 Global Outlook Report, Gallery Investment LLC outlines a cautiously optimistic path for investors who value selective growth, risk diversification, and macro awareness.
According to Chairman Richard Davenport, the firm expects global GDP growth to stabilize around 2.8%, led by resilience in the U.S. and renewed momentum in Asia-Pacific. However, divergent central bank policies and demographic headwinds in Europe may continue to constrain returns in developed markets.
The firm’s research team identifies three strategic imperatives:
- Reassessing Fixed Income – As yields normalize, selective opportunities in investment-grade credit and short-duration bonds are expected to outperform cash-heavy allocations.
- Quality Growth Over Momentum – Emphasis on companies with strong free cash flow and capital discipline.
- Private Market Expansion – Infrastructure and real assets are projected to deliver 8–10% returns annually amid global reindustrialization trends.
“Investors often ask what’s next,” says Marcus Allen. “Our view is that the next cycle will reward quality and patience. Tactical shifts matter, but strategic positioning wins over time.”
The 2025 Outlook Report also notes Gallery Investment’s 10-year rolling performance: the firm’s balanced portfolios have achieved an average annualized return of 6.9% with a volatility level 20% below benchmark averages — a testament to the firm’s steady, risk-conscious philosophy.