Originally recorded February 7th as part of our quarterly webinar series.
2024 was a year to remember for the markets, with major indices like the S&P 500 achieving another 20%+ performance year, optimism surrounding AI driving innovation, and a soft-landing narrative shaping economic resilience.
As we enter 2025, questions remain: Can the momentum continue? What impact will shifting monetary policy, emerging risks, and new economic policies have on the year ahead?
Tune in to our Winter 2025 Economic Outlook Webinar as we break down the trends, opportunities, and challenges that will define the year - and how they may impact your financial strategy.
Timestamps:
Introduction & Firm Overview (00:00:47)
Market Performance & Election Year Trends (00:02:55)
Trump’s Tariff Policies & Market Impact (00:09:01)
Market Forecasts for 2025 (00:15:35)
Valuations & Market Concentration Risks (00:23:44)
Mag 7 Performance and Earnings Dynamics (00:29:52)
PE Ratios & Long-Term Returns (00:35:20)
Market Corrections Are Normal (00:45:07)
Q&A and Closing Remarks (00:50:19)
Nothing contained in this presentation should be construed as personalized advice, or solicitation to buy or sell any securities. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. There can be no assurance that the future performance of any specific investment or non-investment related content in this Podcast will be profitable or suitable for your individual situation. Due to changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions. The opinions expressed in this podcast are those of the participants and may not reflect those of the firm. To the extent you have any questions regarding the applicability of anything discussed to your individual situation, you are encouraged to consult with the professional advisor of your choosing. The firm is neither a law firm, nor a certified public accounting firm, and no portion of this content should be construed as legal or accounting advice.
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