2025 CEO outlook: Is the U.S. market too good to be true?

The featured report explores key market dynamics and investment opportunities for the year ahead, emphasizing resilience and diversification.

Key Insights:

• U.S. Market Resilience: U.S. equities maintained strength in 2024, driven by strong corporate earnings and a Fed-engineered soft landing.

• Geopolitical Risks: Trade policies under the Trump administration could increase inflationary pressures and push Treasury yields to 5-6%.

• Diversification Opportunities: Japanese equities, U.S. small caps, and municipal bonds present compelling valuation opportunities.

• Emerging Trends: Rising interest in alternative assets, active ETFs, and bespoke investment solutions.

For a deeper analysis, access the full report.