Letter from the Chief Investment Officer

Come on Down! The Ten Themes of 2025

The past two years have been favorable for investors, with the economy and financial markets delivering all the right answers. As we step into 2025, it’s the new round, and this one might be more challenging. For inspiration, we’re looking to classic game shows. While financial markets are certainly not a game, these shows provide a fitting analogy for the high stakes and strategic thinking required for successful investing. Will the economy and financial markets maintain their momentum? That’s the Million-Dollar Question! Our answer is yes, but portfolio decisions will need to be more discerning in the year ahead. As we clear the board going into a new year, here are our ten themes for investors and advisors: click to continue reading.