2024 Top 500 ranking: 60
Sentiment around monetary policy, fiscal policy and a host of other factors can swing markets, but can anything return us to sustained growth and inflation?
Our Asset Allocation Committee (AAC) was back on videoconference for its quarterly meeting last week. As always, we’ll bring you the details in our regular Outlook early next month.
Read the complete whitepaper now at the link below
Why we think 2025 could bring a long-awaited reward for the discipline of diversification.
Looking for insights on the key themes poised to shape the financial markets in the coming year? Hear from Anu Rajakumar, Erik Knutzen, Co-Chief Investment Officer of Multi-Asset, and Shannon Saccocia, Chief Investment Officer of Private Wealth, as they discuss pivotal macroeconomic and capital markets observations from our annual outlook, “Solving for 2025”, where they evaluate the forces that may shape portfolios in the coming year.
U.S. small-cap indices have pulled ahead of large-cap indices over the past three to six months, and through the first half of 2025, we anticipate further catch-up in both stock prices and, for higher-quality small caps, earnings growth. We believe government spending, tax cuts, trade realignments, deregulation and conducive industrial policies will boost US smaller businesses.
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