Our quarterly outlook is based on the Ortec Finance Economic Scenario Generator and offers our perspective on recent developments in the global economy and capital markets and what these mean for the future.
- Gain expert insights into future economic and financial market developments with our Q2 Economic Outlook.
- Get the latest news and an in-depth analysis of the key drivers of risk and return.
Q2 2025 Quarterly Outlook
The Q2 Quarterly Outlook - 'How might investors manage ongoing policy uncertainty as the new normal?' - describes the Ortec Finance economic outlook, based on information available at the end of June 2025.
Previous Quarterly Outlook
Interested in our previous quarterly outlook? Download the Q1 2025 Quarterly Outlook here.
Related Insights
-
06 August 2025Dutch Central Bank updates it climate and nature risk management guideRead about the DNB’s latest update to its climate and nature risk management guide and how this impacts Dutch pension funds and insurance companies
-
29 July 2025Endowments under pressureUnderstanding Regulatory and Fiscal Risks in the U.S. - Lessons from Harvard.
-
29 July 2025AI in Advice: Assistant or Adversary?AI is reshaping financial advice, enhancing, not replacing advisers. Trust, transparency, and collaboration define the future.
-
25 July 2025Quarterly Outlook: Q2 2025The outlook is based on the Ortec Finance Economic Scenario Generator (ESG) and offers our perspective on recent developments in the economy and capital markets.
-
22 July 2025Quarterly Pensions Investments ReviewThe Quarterly Pensions Investments Review is a comparison in expected risk and investment return.
-
22 July 2025Webinar: Private asset performance attribution to effectively analyze investment decisionsDiscover how performance measurement and attribution frameworks can be adapted to meet the unique characteristics of private assets.
-
21 July 2025Ortec Finance includes NGFS Phase V scenarios in its climate scenario analysis solutionLearn more about the latest update to the NGFS-based climate economic and financial datasets within Ortec Finance’s climate scenario analysis solution – ClimateMAPS.
-
17 July 2025Preparing for our International Client Conference 2026The biennial global Ortec Finance Client Conference 2026 will span two full thought-provoking days, featuring engaging, innovative sessions.
-
11 July 2025Webinar recording: Using traditional attribution methods to analyze ESG performanceWatch our webinar to learn about a new ESG attribution model designed to help financial institutions integrate ESG impacts into their investment decision-making