FSGS - Market Outlook For 2025: Gauging The Global Effects Of New U.S. Policies

2025-01-05 08:40:00 ET

Summary

• In 2024, we had 72 elections around the world, including the US election with an incoming Trump administration.
• For tax cuts, the companies that can really benefit along a long-term basis are the ones that can reinvest that windfall in a very disciplined manner.
• I think any backup in yields, any backup in spreads is going to present a buying opportunity.

By Chris Hogbin, Scott DiMaggio, and Nelson Yu

Transcript

Chris Hogbin: So, it feels as if we’re at a period of pretty acute geopolitical tensions. In 2024, we had 72 elections around the world, including the US election with an incoming Trump administration. So, Scott, what’s your outlook for the macroeconomy?...

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