2025 Global Economic & Investment Outlook

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2025 Global Economic & Investment Outlook

กลับมาอีกครั้งเป็นปีที่ 9 ติดต่อกัน สำหรับการรวบรวมมุมมองด้านเศรษฐกิจและการลงทุนในปีหน้า บทความนี้ผมก็ได้รวบรวมลิงก์ของเอกสารที่ได้รับการเผยแพร่ให้อ่านกันได้ฟรี จากสถาบันการเงิน/กลุ่มธุรกิจจัดการลงทุน/กลุ่มธุรกิจธนาคาร/ที่ปรึกษาการลงทุน ฯลฯ ชั้นนำระดับแนวหน้าทั้งในไทยและทั่วโลก มาไว้ให้ทุกท่านอ่านเช่นที่เคยทำมาเป็นประจำทุกปี

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(ข้อความสีเทา คือ ลิงก์ที่ยังไม่มีการอัปเดตข้อมูลของปี 2025 ซึ่งจะทยอยอัปเดตใหม่เป็นระยะ)

Goldman Sachs

• https://www.goldmansachs.com/insights/outlooks/2025-outlooks

• AM Outlook: https://am.gs.com/en-us/advisors/insights/article/2024/asset-management-outlook-2025-reasons-to-recalibrate

• Market Outlook: https://www.goldmansachs.com/images/insights/2025-outlooks/Markets-Outlook-2025-Trading-Tails-and-Tailwinds.pdf

• Macro Outlook: https://www.goldmansachs.com/images/insights/2025-outlooks/Tailwinds-Probably-Trump-Tariffs.pdf

• UK: https://www.goldmansachs.com/images/insights/2025-outlooks/UK-Outlook-2025-A-Gradual-Pace-but-More-Cuts-Than-Priced.pdf

• EU: https://www.goldmansachs.com/images/insights/2025-outlooks/Euro-Area-Outlook-2025-Under-Pressure.pdf

• Asia: https://www.goldmansachs.com/pdfs/insights/goldman-sachs-research/asia-views-2025-outlook-positioning-for-trade-war-two/AsiaOutlook2025.pdf

• US: https://www.goldmansachs.com/pdfs/insights/goldman-sachs-research/2025-us-economic-outlook-new-policies-similar-path/2025USEconomicOutlook.pdf

• Equity Outlook: https://www.goldmansachs.com/pdfs/insights/goldman-sachs-research/2025-equity-outlook-the-year-of-the-alpha-bet/2025Outlook.pdf

• China: https://www.goldmansachs.com/pdfs/insights/goldman-sachs-research/will-chinas-policy-stimulus-be-enough/ChinaTopOfMind.pdf

• 2024 Summary: https://www.goldmansachs.com/pdfs/insights/goldman-sachs-research/2024-4-themes-in-charts/TOM-2024-4-themes-in-charts.pdf

UBS & Credit Suisse (Global)

• https://www.ubs.com/global/en/wealthmanagement/insights/chief-investment-office/roaring-20s-the-next-stage.html

• https://www.ubs.com/global/en/wealthmanagement/insights/chief-investment-office/roaring-20s-the-next-stage/decade-ahead.html

• https://www.ubs.com/global/en/wealthmanagement/insights/chief-investment-office/roaring-20s-the-next-stage/top-investment-ideas.html

• https://www.ubs.com/global/en/wealthmanagement/insights/chief-investment-office/roaring-20s-the-next-stage/forecasts.html

• https://www.ubs.com/global/en/wealthmanagement/insights/chief-investment-office/roaring-20s-the-next-stage.html

• https://secure.ubs.com/public/api/v2/investment-content/documents/nTrjFF_NjuCDtjYZMUdGgg?apikey=1AS8wxGGWLjxy6J92ees52Uz5ZrWmy6m

J.P. Morgan

• https://privatebank.jpmorgan.com/gl/en/insights/investing/outlook

• https://www.jpmorgan.com/insights/global-research/outlook/market-outlook

• https://am.jpmorgan.com/us/en/asset-management/adv/insights/market-insights/investment-outlook/

• https://am.jpmorgan.com/content/dam/jpm-am-aem/global/en/2025%20Year-Ahead%20Investment%20Outlook.pdf

• https://am.jpmorgan.com/gb/en/asset-management/per/insights/market-insights/investment-outlook/

• https://am.jpmorgan.com/content/dam/jpm-am-aem/global/en/insights/market-insights/emea-investment-outlook-2025.pdf

• https://assets.jpmprivatebank.com/content/dam/jpm-pb-aem/global/en/documents/2025-Outlook_Building_on_Strength.pdf

• https://www.jpmorgan.com/insights/outlook/market-outlook/outlook-key-takeaways

• https://www.jpmorgan.com/insights/outlook/jpmorgan-outlook/predictions-and-forecasts

• https://www.jpmorgan.com/insights/outlook/market-outlook/ready-to-thrive-in-2025

• https://www.jpmorgan.com/insights/outlook/economic-outlook/fed-meeting-december-2024

• https://am.jpmorgan.com/us/en/asset-management/institutional/insights/portfolio-insights/ltcma/

• GTM US: https://am.jpmorgan.com/us/en/asset-management/adv/insights/market-insights/guide-to-the-markets/

• GTM UK: https://am.jpmorgan.com/gb/en/asset-management/adv/insights/market-insights/guide-to-the-markets/

• GTM EU: https://am.jpmorgan.com/pt/en/asset-management/institutional/insights/market-insights/guide-to-the-markets/

• GTM Asia: https://am.jpmorgan.com/sg/en/asset-management/per/insights/market-insights/guide-to-the-markets/

• GTM Australia: https://am.jpmorgan.com/au/en/asset-management/adv/insights/market-insights/guide-to-the-markets/

Morgan Stanley

• https://www.morganstanley.com/ideas/global-investment-strategy-outlook-2025

• https://www.morganstanley.com/ideas/global-macro-economy-outlook-2025

• https://www.morganstanley.com/im/en-us/financial-advisor/insights/series/global-multi-asset-viewpoint.html

Vanguard

• https://advisors.vanguard.com/insights/article/2025-economic-and-market-outlook

• https://advisors.vanguard.com/insights/article/series/market-perspectives

• https://investor.vanguard.com/investor-resources-education/article/beyond-landing-our-economic-outlook-2025

• https://investor.vanguard.com/investor-resources-education/news/vanguard-economic-and-market-outlook-for-2025-global-summary

• https://corporate.vanguard.com/content/corporatesite/us/en/corp/vemo/beyond-landing-our-economic-outlook-2025.html

• https://corporate.vanguard.com/content/dam/corp/research/pdf/isg_vemo_2025.pdf

• https://investor.vanguard.com/investor-resources-education/education/market-summary

BlackRock

• https://www.blackrock.com/us/financial-professionals/insights/blackrock-investment-institute/outlook

• https://www.blackrock.com/corporate/literature/whitepaper/bii-global-outlook-2025.pdf

• https://www.blackrock.com/us/financial-professionals/insights/weekly-commentary

• https://www.blackrock.com/institutions/en-us/insights/charts/capital-market-assumptions

• https://www.blackrock.com/institutions/en-us/insights/private-markets-outlook

• https://www.blackrock.com/institutions/en-us/literature/whitepaper/2025-private-markets-outlook-stamped.pdf

• https://www.ishares.com/us/insights/2025-thematic-outlook

• https://www.ishares.com/us/insights/2025-fed-outlook-fixed-income

• https://www.blackrock.com/uk/professionals/solutions/blackrock-investment-institute/publications/outlook

• https://www.blackrock.com/corporate/insights/blackrock-investment-institute/publications/mega-forces

• https://www.blackrock.com/corporate/insights/blackrock-investment-institute/interactive-charts/return-map

Morningstar

• https://assets.contentstack.io/v3/assets/blt176b02314f42bff1/bltc5febdb047b003d2/674f2c53ef3bf70cd22d700a/24-12_2025Outlook_Report_Chapters1-7.pdf

• https://assets.contentstack.io/v3/assets/blt176b02314f42bff1/bltbb6997b12f429da0/674f230baafcfc6a75adf024/24_12_2025Outlook_InvestmentIdeas.pdf

• https://assets.contentstack.io/v3/assets/blt176b02314f42bff1/bltb847ab23a0c9dc00/674f1f062452f944e30a7e89/24-12_2025Outlook_Report_Chapter7.pdf

• https://assets.contentstack.io/v3/assets/blt176b02314f42bff1/blt2413966813b6e35c/67474dfd6cdeeaaf4c738f80/2025_Outlook_-_Chart_Pack_Updated.pdf

• https://www.morningstar.com/markets/2025-us-high-yield-outlook-animal-spirits-stir-volume-ramps-higher

• https://www.morningstar.com/bonds/2025-bond-market-outlook-yields-range-bound-volatile

• https://www.morningstar.com/markets/2025-us-private-credit-outlook-more-ma-larger-lenders-bigger-market

• https://www.morningstar.com/portfolios/3-contrarian-investments-2025

Merrill Lynch

• https://www.ml.com/capital-market-outlook.html

• https://www.ml.com/capital-market-outlook/capital-market-outlook-dec-16-2024.recent.html

• https://www.ml.com/capital-market-outlook/capital-market-outlook-dec-23-2024.recent.html

• https://www.ml.com/articles/economic-market-outlook-2025.html

Citi

• https://www.privatebank.citibank.com/outlook

• https://www.docs.citi.com/WealthOCIO/WealthOutlook2025.pdf

Allianz

• https://www.allianzgi.com/en/insights/outlook-and-commentary/outlook-2025

• https://www.allianz.com/content/dam/onemarketing/azcom/Allianz_com/economic-research/publications/specials/en/2024/december/2024_12_19_Global_Economic_Outlook_Q4_2024.pdf

Charles Schwab

• https://www.schwab.com/learn/story/outlook-overview

• https://www.schwab.com/learn/story/stock-market-outlook

• Global: https://www.schwab.com/learn/story/international-stock-market-outlook

• USEQ: https://www.schwab.com/learn/story/us-stock-market-outlook

• Fixed Income: https://www.schwab.com/learn/story/fixed-income-outlook

• https://www.schwab.com/learn/story/2025-market-outlook-fixed-income

• https://www.schwab.com/learn/story/municipal-bond-outlook

• https://www.schwab.com/learn/story/corporate-bond-outlook

• https://www.schwab.com/learn/story/fixed-income-outlook

• https://www.schwab.com/learn/story/financial-planning-outlook

• https://www.schwab.com/learn/story/personal-finance-calendar

State Street Global Advisors

• https://www.ssga.com/us/en/individual/etfs/insights/etf-market-outlook

• https://www.ssga.com/us/en/individual/mf/insights/global-market-outlook

Franklin Templeton

• https://www.franklintempleton.com/insights/collections/2025-outlooks

• https://www.franklintempleton.com/articles/2024/institute/global-investment-outlook-getting-portfolios-right

• https://www.franklinresources.com/articles/2024/putnam/2025-equity-market-outlook

• https://www.franklintempleton.com/articles/2024/alternatives/2025-private-markets-outlook

• https://www.franklintempleton.com/articles/2024/clearbridge-investments/2025-us-equity-outlook-guarded-optimism-amid-bullishness

• https://www.franklintempleton.com/articles/2024/equity/2025-technology-outlook-will-the-rest-of-tech-finally-catch-up-to-the-mag-7

• https://www.franklintempleton.com/articles/2024/multi-asset/cme-slowing-but-not-sinking

• https://www.franklintempleton.com/articles/2024/fixed-income/on-my-mind-2025-looking-good-feeling-good

• https://www.franklintempleton.com/forms-literature/download/DAO-F25

Barclays

• https://www.ib.barclays/our-insights/3-point-perspective/q1-2025-global-outlook.html

• https://privatebank.barclays.com/insights/2024/november/outlook-2025/

Pictet

• https://www.pictet.com/global/en/wealth-management-insights/outlook-2025

• https://www.pictet.com/global/en/wealth-management-insights/outlook-2025/us-outlook

• https://www.pictet.com/global/en/wealth-management-insights/outlook-2025/euro-area-outlook

• https://www.pictet.com/global/en/wealth-management-insights/outlook-2025/china-outlook

• https://www.pictet.com/global/en/wealth-management-insights/outlook-2025/switzerland-outlook

• https://www.pictet.com/uk/en/insights/am/annual-outlook-for-2025

• https://www.pictet.com/sg/en/insights/markets

Wells Fargo

• https://sites.wf.com/2025-outlook/

• https://www.wellsfargoadvisors.com/research-analysis.htm

• https://www.wellsfargoadvisors.com/research-analysis/commentary/looking-ahead/looking-ahead.pdf

• https://www.wellsfargoadvisors.com/research-analysis/strategy/weekly.htm

• https://www.wellsfargoadvisors.com/research-analysis/outlook-video.htm

BofA

• https://www.privatebank.bankofamerica.com/articles/2025-financial-outlook.html

• https://www.privatebank.bankofamerica.com/articles/washington-update.html

• https://www.privatebank.bankofamerica.com/articles/economic-market-outlook-2025.html

• https://ustrustaem.fs.ml.com/content/dam/ust/ecomm/pdf/Five_For_2025.pdf

• https://ustrustaem.fs.ml.com/content/dam/ust/ecomm/pdf/Viewpoint_November_2024_PB.pdf

• https://ustrustaem.fs.ml.com/content/dam/ust/ecomm/pdf/Viewpoint_December_2024_PB.pdf

Macquarie

• https://www.macquarie.com.au/advisers/2025-investment-and-economic-outlook.html

• https://www.macquarie.com/au/en/about/company/macquarie-asset-management/outlook.html

• https://mim.fgsfulfillment.com/download.aspx?sku=OTLK-REPORT-2025

• https://mim.fgsfulfillment.com/download.aspx?sku=OTLK-CHARTS-2025

Janus Henderson Group

• https://www.janushenderson.com/en-us/investor/insights/investment-outlook-2025/

• https://cdn.janushenderson.com/webdocs/649447_MarketGPS_Winter2024_DIGITAL_FINAL+%281%29.pdf

• https://www.janushenderson.com/en-us/advisor/article/a-more-dynamic-playing-field-for-equity-investors/

• https://www.janushenderson.com/en-us/advisor/article/stargazing-in-2025-fixed-income-opportunities/

Principal

• https://www.principalam.com/us/insights/macro-views/2025-perspectives

UOB

• https://www.uobgroup.com/uobgroup/research/uob-house-view.page

• https://www.uobgroup.com/research/quarterly-global-outlook.page

ING

• https://think.ing.com/reports/economics-actually-our-2025-hit-list-our-full-outlook-report/

• https://think.ing.com/uploads/reports/Macro_Outlook_Dec_24_final.pdf

• https://think.ing.com/articles/macro-outlook-recent-developments/

HSBC

• https://www.assetmanagement.hsbc.co.uk/en/institutional-investor/global-investment-outlook-2025

• https://www.privatebanking.hsbc.com/content/dam/privatebanking/gpb/wealth-insights/investment-insights/house-views/2025/brochure/hsbc-gpb-investment-outlook-new-growth-engines.pdf

Amundi

• https://about.amundi.com/article/2025-global-investment-outlook-bright-spots-amid-anomalies

• https://research-center.amundi.com/article/2025-investment-outlook

Capital Group

• https://www.capitalgroup.com/advisor/insights/categories/outlook.html

• https://www.capitalgroup.com/content/dam/cgc/shared-content/documents/webinar/2025_Outlook_report.pdf

M&G Investment

• https://www.mandg.com/investments/institutional/en-global/insights/2024/q4/investment-perspectives

KKR

• https://www.kkr.com/insights/outlook

Wellington Management

• https://www.wellington.com/en/insights/investment-outlook

• https://www.wellington.com/en/insights/global-economic-outlook

• https://www.wellington.com/en/insights/2025-venture-capital-outlook

• https://www.wellington.com/en/insights/5-equity-investment-ideas-for-2025

• https://www.wellington.com/en/insights/2025-private-credit-outlook-5-key-trends

• https://www.wellington.com/en/insights/investment-strategy-asset-allocation-outlook

Julius Baer

• https://www.juliusbaer.com/en/insights/market-insights/cio-views/secular-outlook-2025/

Lombard Odier

• https://www.lombardodier.com/insights/2024/november/outlook-2025-a-high-octane-us-ha.html

• https://am.lombardodier.com/gb/en/professional/insights/sharpe-thinking/202411-the-2025-outlook.html

• https://www.lombardodier.com/insights/2024/december/2025-will-be-a-high-octane-diet.html

• https://www.lombardodier.com/insights/2024/november/ten-investment-convictions-for.html

• https://www.lombardodier.com/files/live/sites/loportail/files/news/2024/november/20241125/Outlook%202025%20-%20Private%20Clients_2024.11.25_EN.pdf

• https://www.lombardodier.com/files/live/sites/loportail/files/news/2024/november/20241127/CIO%20Office%20Viewpoint_Ten%20Investment%20Convictions_2024.11.27_EN.pdf

Standard Charter

• https://www.sc.com/en/press-release/global-focus-2025-reverberations/

• https://av.sc.com/market-outlook/publications/global-market-outlook-in-19-12-2024.pdf

Deutsche Bank

• https://www.deutschewealth.com/en/insights/investing-insights/economic-and-market-outlook/cio-annual-outlook-2025-deeply-invested-in-growth.html

• https://www.deutschewealth.com/content/dam/deutschewealth/insights/investing-insights/economic-and-market-outlook/2025/PERSPECTIVES-Annual-Outlook-2025.pdf

Deloitte

• https://www2.deloitte.com/th/en/pages/about-deloitte/articles/thailand-economic-outlook.html

• 2025 Investment Management Outlook: https://www2.deloitte.com/us/en/insights/industry/financial-services/financial-services-industry-outlooks/investment-management-industry-outlook.html

• 2025 Global Insurance Outlook: https://www2.deloitte.com/us/en/insights/industry/financial-services/financial-services-industry-outlooks/insurance-industry-outlook.html

Schroders

• https://www.schroders.com/en/global/individual/outlook/

• https://www.schroders.com/en/global/individual/insights/outlook-2025-income-returns-and-resilience---opportunities-in-public-and-private-markets/

• Equity: https://www.schroders.com/en/global/individual/insights/outlook-2025-equities/

• Fixed Income: https://www.schroders.com/en/global/individual/insights/outlook-2025-fixed-income/

Mercer

• https://www.mercer.com/insights/investments/market-outlook-and-trends/economic-and-market-outlook

Invesco

• https://www.invesco.com/ca/en/annual-market-outlook-2025.html

• https://www.invesco.com/apac/en/institutional/insights/market-outlook/investment-outlook.html

• https://www.invesco.com/apac/en/institutional/insights/multi-asset/long-term-capital-market-assumptions.html

• https://www.invesco.com/ca-rest/documentDetail/OUTLOOK25H1CA-INSI-1-E

• https://www.invesco.com/content/dam/invesco/apac/en/pdf/insights/2024/november/invesco-2025-investment-outlook-apac-version-nov-2024.pdf

AXA

• https://www.axa-im.com/investment-institute/market-views/annual-outlook/outlook-2025-highlights-and-investment-implications

T. Rowe Price

• https://www.troweprice.com/en/us/insights/global-market-outlook

NatWest

• https://www.natwest.com/corporates/insights/markets/the-year-ahead-2025.html

• https://www.natwest.com/investments/our-insights/investment-outlook-2025.html

BNP Paribas

• https://www.bnpparibas-am.com/en-us/portfolio-perspectives/investment-outlook-2025-opportunities-in-a-volatile-world/

• https://docfinder.bnpparibas-am.com/api/files/ebe09a12-14ee-4c25-aff3-9c66d36157a1

• https://globalmarkets.cib.bnpparibas/global-outlook-in-2025/

Apollo

• https://www.apollo.com/content/dam/apolloaem/documents/insights/apollo-global-2025-economic-outlook.pdf

• https://www.apollo.com/insights-news/insights/2024/12/2025-economic-outlook-firing-on-all-cylinders

BNY Mellon

• https://www.bny.com/wealth/global/en/insights/2025outlook.html

• https://www.bny.com/investments/us/en/individual/perspectives/all-market-insights.html

• https://www.bny.com/wealth/global/en/insights/2025-capital-market-assumptions.html

• https://www.bny.com/investments/us/en/individual/articles/markets-and-economy/capital-market-assumptions-above-the-noise.html

• https://www.bny.com/content/dam/bnymellonwealth/pdf-library/2025%20Outlook%20Runway%20in%20Sight.pdf

• https://www.bny.com/investments/us/en/individual/articles/markets-and-economy/2025-market-outlook-navigating-a-new-landscape.html

• https://www.bny.com/content/dam/im/documents/manual/perspectives/2025-market-outlook-navigating-a-new-landscape.pdf

• https://www.bny.com/content/dam/im/documents/manual/market-insights/vantage-point-q1-2025.pdf

Pimco

• https://www.pimco.com/gb/en/resources/video-library/media/~/link.aspx?_id=53280EE2FF704689A3C685C3CFE48EC4&_z=z

• https://www.pimco.com/us/en/resources/video-library/media/preparing-portfolios-for-multi-asset-opportunities-ahead-of-2025

• https://www.pimco.com/us/en/documents/9ac83267-5453-444b-a49d-da555b2d63d5

Fidelity

• https://professionals.fidelity.co.uk/perspectives/outlook-2024

• https://www.fidelityinternational.com/editorial/article/outlook-2025-all-change-084522-en5/

• https://fidelityinternational.com/media/international/PDF/download-material/outlook-2025.pdf

• https://fidelityinternational.com/media/international/PDF/download-material/outlook-2025-deck.pdf

Russell Investment

• https://russellinvestments.com/us/global-market-outlook

• https://russellinvestments.com/Publications/US/Document/global_market_outlook_quarterly_update.pdf

• https://russellinvestments.com/-/media/files/us/insights/corporate/2025-q1-gmo-summary.pdf

Man Group

• https://www.man.com/maninstitute/road-ahead-2025-crystalballin

abrdn

• https://www.abrdn.com/en-th/investor/insights-and-research/the-investment-outlook-introduction

• https://www.abrdn.com/en-th/investor/insights-and-research/the-abrdn-house-view

• https://www.abrdn.com/en-th/investor/insights-and-research/key-themes-our-must-watch-macro-trends-for-2025

• https://www.abrdn.com/en-us/institutional/insights-and-research/h1-2025-hedge-fund-outlook

Santander

• https://www.santanderprivatebanking.com/insights/markets-and-perspectives/annual-market-outlook

• https://www.santanderprivatebanking.com/content/view/4615/file/EN_Outlook2025_SPB_20241121-v2.pdf

S&P Global

• https://www.spglobal.com/ratings/en/research-insights/topics/outlooks

Lazard

• https://www.lazardassetmanagement.com/us/en_us/research-insights/outlooks/global-outlook-2025

• https://www.lazardassetmanagement.com/docs/-m0-/211131/lazardglobal2025_2025h1.pdf

Mastercard

• https://www.mastercardservices.com/en/resources/economics-institute

• https://www.mastercardservices.com/en/advisors/economic-consulting/insights/economic-outlook-2025

Kasikorn

• https://www.kasikornasset.com/th/Pages/GlobalPartnership/KAssetJPMAM.aspx

Krungsri

• https://www.krungsri.com/en/research/macroeconomic/economic-outlook/eo-2025

• https://www.krungsri.com/getmedia/f58f96b6-2b09-4567-bb1b-46002cf916e9/EO_Economic_Outlook_241128_EN.pdf.aspx

• https://www.krungsri.com/th/wealth/krungsri-exclusive/investment

• https://www.krungsri.com/Krungsri2020/media/KSE/Investment/investment-outlook/investment-outlook-q12025.pdf

KKP Edge

• https://www.youtube.com/watch?v=jN_r5iX7reQ

SCB/SCBEIC

• https://www.scbeic.com/th/macroeconomics/global-economy

• https://www.innovestx.co.th/cafeinvest/strategy-insight/investment-strategy/yearbook/investmentstrategy-yearbook2025-20241213

• https://contents.innovestx.co.th/static/investment-content/Cafe/articles/ek/sz/1734087435594-b5f575ce76154454c8debc438e9258edb9e22bad272d17728b9f21df6751f801.pdf?sp=rl&st=2024-07-24T08:09:15Z&se=2034-07-24T16:09:15Z&spr=https&sv=2022-11-02&sr=c&sig=UyZW0FyOwmqaSNjM3sfxJWMM%2FYy%2FYMIuxpyKdqUF05M%3D

BBLAM

• https://www.bblam.co.th/bualuang-insights/economic-insights/2025-global-economic-outlook

Pine Wealth Solution

• https://www.pinewealthsolution.com/market_outlooks

Eastspring Investments

• https://www.eastspring.co.th/2025-market-outlook

• https://www.eastspring.com/2025-market-outlook

Tisco Wealth

• https://www.tiscowealth.com/wp-content/uploads/TIPS_Outlook25-1-1.pdf

• https://www.tiscowealth.com/wp-content/uploads/WA-Outlook-2025.pptx-5_compressed.pdf

IMF & WEF

• https://www.imf.org/en/Publications/WEO

• https://www.weforum.org/publications/

ARK Invest

• Big Idea 2025

• https://assets.arkinvest.com/media-8e522a83-1b23-4d58-a202-792712f8d2d3/83a277d3-70f2-467e-a492-33b08e4bea90/ARK-Invest_Is%20AI%20Truly%20Disruptive_09302024%20(1).pdf

Finnomena

• https://www.finnomena.com/category/investment-view/

• https://www.finnomena.com/finnomenafunds/yearly-outlook-2025/

• https://www.finnomena.com/dr-jitipol/market-outlook-2025/

Bloomberg

• https://www.bloomberg.com/graphics/2025-investment-outlooks/

Financial Times

• A Comprehensive Round-up of 2025 Investment Outlook Reports

• https://www.ft.com/content/e4be5eef-34b3-47f9-a6a9-387e4341abf3?sharetype=gift

Capital Market Assumptions

• https://am.jpmorgan.com/content/dam/jpm-am-aem/global/en/insights/ltcma-2025-us-matrix_usd.pdf

• https://institutional.voya.com/system/files/system/files/article/file/capital-market-assumptions-2025_1.pdf

• https://www.verusinvestments.com/wp-content/uploads/2024/11/2025-Capital-Market-Assumptions.pdf

• https://www.pwc.com/gx/en/audit-services/publications/assets/capital_markets-the_future_of_equity_mrkts.pdf

• https://www.invesco.com/content/dam/invesco/apac/en/pdf/insights/2024/december/2025-invesco-capital-market-assumptions-USD.pdf

• https://franklintempletonprod.widen.net/content/38ufr69tb0/pdf/capital-market-expectations-2025-non-us.pdf

• https://www.bny.com/content/dam/im/documents/manual/perspectives/above-the-noise-capital-market-assumptions.pdf

• https://www.bny.com/content/dam/bnymellonwealth/pdf-library/articles/above-the-noise-capital-market-assumptions-summary.pdf

สรุปโดยเพจต่าง ๆ

• Fun Manager

  • https://www.facebook.com/funxmanager/posts/pfbid02Hvr5gptuJMQGPWN2XY8vcKRYPDmB9VfVPreAL5Z2ugeVGMkJNPis3wWCryC4RNLKl

• Phongthorn TV

  • https://www.facebook.com/PhongthornTV/posts/pfbid022kWFmbFqPk5xSGnXrJWpgd1zGSGQtcyXm93kASkHkuc8kZ6NrQiPxz44qV6VZAwul

  • https://www.youtube.com/watch?v=TDAbMezxfPM

ขอให้สนุกกับการอ่าน และโชคดีกับการลงทุนในปี 2025 ครับ ^^

รวบรวมโดย @talktoKasidis

จาก Siam Wealth Management

#2025Outlook #economic #investment #outlook

#SiamWealthManagement #talktoKasidis