1、Top considerations for single family offices 2025Top considerations for single family offices 20252Introduction The trajectories of global interest rates and inflation have dominated the global market narrative in 2024 as markets gauged the outlook for a soft landing across the global economy.With t

2、hat soft landing now seemingly within reach,single family offices(SFOs)have an opportunity to refine their strategies for a new macroeconomic environment.Since 2020,markets have encountered numerous surprises that have driven profound changes,including the pandemic,macroeconomic fluctuations and the

3、 rise of AI.These developments have captured investors attention and created short-term volatility.However,we believe market conditions have stabilized sufficiently to allow a broader focus on long-term risks and potential opportunities.This shift toward long-term considerations is particularly rele

4、vant for investors with extended investment horizons,underscoring the importance of having a strategic approach to capturing sustainable growth and managing enduring risks.Our paper,Themes and opportunities 2025:Swing state,explores the forces shaping portfolio changes over the next five years and b

5、eyond,emphasizing the need for agile strategies to address emerging risks and seize opportunities in a higher-for-longer interest rate environment amid an uncertain growth outlook.It also highlights how the convergence of concentration risk in global equity markets,advancements in AI technology and

6、climate transition efforts are amplifying potential volatility across portfolios.As the landscape evolves,its critical for SFOs to consider how they are achieving diversification and flexibility in a fast-changing economic environment.In this paper,we highlight four key opportunities for SFOs seekin