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SLC Management -

2025 Global Investment Outlook

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What’s covered

The year ahead could be one of macro uncertainty, but also of potential opportunities, investment ideas and renewal in certain asset classes. Check out insights from our investment specialists from SLC Management, BGO, InfraRed and Crescent Capital.

A letter from Steve Peacher
Macroeconomic outlook

Policy uncertainty has been driven by potential tax cuts and lighter regulation on one hand and tough tariffs and immigration enforcement on the other.

Fixed income: investment grade

Fundamentals, technicals could remain supportive for the first half of 2025 and beyond.

Fixed income: non-investment grade

Syndicated loans and CLO liabilities could hold some potential opportunities for attractive coupon income.

Private credit: investment grade

IG private credit markets experienced robust volume growth in 2024.

Private credit: non-investment grade

Asset class poised to capture potential opportunities from strengthening U.S. middle market companies, increased M&A.

Real estate

Macro conditions and market fundamentals have put commercial real estate in a prime position in 2025.

Infrastructure

Megatrends continue to drive the outlook for infrastructure, as digitalization and decarbonization increasingly overlap.

Insurance asset management

Heading into 2025, insurers should be aware of higher regulatory scrutiny, alongside numerous macro uncertainties.

Retirement plan solutions

Longer-term bond yields rising could provide an attractive entry point for mid- to long-duration fixed income.

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Contacts

SLC Management


SLC Management is a global institutional asset manager that offers institutional investors traditional, alternative, and yield-orientated investment solutions across public and private fixed income markets, as well as global real estate equity and debt. Our clients include life, P&C and health insurers and reinsurers, both domestic and international. We manage client portfolios along the duration spectrum and in multiple regulatory and tax regimes. Throughout our engagements, we gain a deep understanding of our clients’ specific situations and their evolving needs. As a global insurance asset management group, we work in tandem with our clients to deliver integrated solutions tailored to meet their objectives.

Barton R. Holl, CFA
Head of Insurance Strategy 
Barton.holl@slcmanagement.com 
T: 781.263.5363 | C: 617.485.6671

Brett J. Lousararian, CFA
Senior Managing Director, Head of Global Insurance Group 
Brett.Lousararian@slcmanagement.com  
781.263.5363

www.slcmanagement.com
Company address: 96 Worcester St
Wellesley, MA 02481

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