The investment teams at Brookfield Public Securities Group believe that divergences in policy stances are likely to arise between the U.S. Federal Reserve and other major central banks in 2025, given differing regional growth and inflation outlooks. This represents a shift from recent years, when policymakers moved more in lockstep globally to combat post-pandemic inflation.

This divergence is already playing out in markets, creating potential diversification and alpha generation opportunities beyond U.S. shorelines. Read more in the latest Real Assets Quarterly.