What's the Market Missing?

Special 2025 Investment Outlook Edition

What will 2025 hold for investors amid the prospect for sweeping governmental policy changes with a backdrop of lower inflation and a rising yield curve?

Join our experts as they go behind the headlines and explore what the market may be missing as we look toward the new year. From the bond markets to equities, real assets and alternatives, we’ll discuss our forecasts to help guide your asset allocation considerations.

Gain practical insights into:

• The Economic Environment: Will a Trump presidency usher in sweeping tariffs and stringent immigration controls as promised during the campaign? And, if so, what impact might that have on inflation and Gross Domestic Product (GDP)?
• 2025 Market Drivers: We’ll discuss potential government policies and related spending scenarios along with other market dynamics that are likely to impact the bond and equity markets in the coming year.
• Portfolio Positioning: Based on our outlook for 2025, we will identify key takeaways to consider when constructing and managing client portfolios?