The Shamlian Group
Mar 21, 2025 | Janet Engels and Tylar Lunke
Listen here (approximately 15 minutes).
Analysis
Amid efforts to stimulate growth in the face of economic challenges, we see selective long-term opportunities in both equities and fixed income.
We pinpoint five reasons why U.S. equities capped off a banner year in 2024 and why investors were willing to pay for premium valuations. We also offer thoughts on the environment in 2025 and how to approach portfolio positioning.
Tariffs can have many economic impacts, but we think investors should focus on the economic and political goals that are driving decision-making.