What's Fueling Market Optimisim in 2025?

In this episode, the Ask Avidian Podcast welcomes Portfolio Manager
Andrei Costas. Andrei and Jake reflect on 2024 and discuss what lies ahead for 2025. Despite initial market volatility, 2024 ended with strong growth, robust labor market performance, and impressive returns across equities and alternatives, particularly in private credit. However, challenges remained in long-duration treasuries and real estate, which may now present attractive entry points for long-term investors.

Looking ahead, optimism for 2025 is fueled by pro-growth policies and potential regulatory changes under a new administration. While elevated valuations and inflationary pressures pose risks, diversification and careful allocation to alternatives and private credit remain key strategies. Andrei shares actionable insights on navigating market uncertainties and seizing opportunities in the year ahead.

Disclaimer:

Avidian Wealth Solutions is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed.

Avidian is neither a law firm nor an accounting firm, and no portion of its services should be construed as legal or accounting advice.

Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

This information contained herein may be dated.