by Larry Adam, Chief Investment Officer
Key Takeaways
- The US Economy Is Poised For It’s Fifth Year Of Expansion
- The 10-Year Treasury Yield Should Remain Range-Bound In 2025
- Fundamentals Remain Supportive Of US Equities, But Gains Should Be More Muted
2024 was a banner year—with equities soaring to new heights and the economy maintaining growth at a healthy pace. I mean, who could complain with another year of 25% gains for the S&P 500, a 15+% return on a 60/40 portfolio, and economic growth likely to clock in at an above-potential rate of 2.7%!
As we turn the page on 2024 and look ahead into 2025, the key question on investors’ minds is: can 2024’s positive momentum in the economy and financial markets continue into 2025? In many ways, that is the million-dollar question! With that question in mind and the challenges that lie ahead, we were inspired to use classic TV game shows to articulate how we see the economy and financial markets unfolding in 2025. Please join us on Monday, January 6 at 4PM EST for our webinar Ten Themes for 2025: Come On Down! Here is a quick preview.