Monthly Update 2025 Outlook: December 12, 2024

As we look toward 2025, investors are navigating an increasingly complex environment shaped by pivotal geopolitical shifts, transformative technological advancements and evolving central bank policies. The U.S. election has introduced new economic priorities, while AI innovation is reshaping industries and financial systems globally. Despite a resilient consumer base and steady labor markets, elevated equity valuations and lingering inflation risks challenge traditional investment strategies.
Join us as we discuss the key themes and trends that will define the economy and financial markets in the year ahead, and explore actionable insights for portfolio positioning in this dynamic environment.