Our strategists are looking forward with their market expectations for the rest of the year. See what they have to say about equities, fixed income, the tax code and more.
Midyear Outlook: Exceptional Uncertainty, Unexpected Market Resiliency
by Thomas Lee, Co-President and Chief Investment Officer
July 17, 2025
Welcome to the 2025 Midyear Outlooks from Parametric. Where does the time go?
Midyear Tax Outlook: Clarity on the Tax Code Highlights the Benefits of Active Tax Management
by Jeremy Milleson, Director, Investment Strategy
July 17, 2025
Here’s how active tax management could help investors impacted by the new tax law.
Midyear Liability-Driven Investing Outlook: What’s Next for Corporate Pensions?
by David Phillips, Director, Liability-Driven Investment Strategies
July 14, 2025
From funding ratios and plan allocations to buyouts and surplus assets, here’s our midyear review of LDI trends.
Midyear Commodity Outlook: Better for Commodities than Consumers
by Greg Liebl, Director, Investment Strategy; Adam Swinney, Investment Strategist
July 7, 2025
Rising tariffs may lead to higher inflation and slower economic growth—an environment that has historically favored commodities.
Midyear Fixed Income Outlook: Starting Yields Matter Amid Uncertainty
by Jonathan Rocafort, Managing Director, Head of Fixed Income Solutions
June 30, 2025
Higher starting yields may result in more attractive return profiles for fixed income investments, and elevated income could also provide a cushion to limit downside risk amid continued rate volatility.