DEMZ - Q1 2025 Capital Markets Outlook
2025-02-03 02:10:00 ET
Summary
- In 2024, returns were strong across stocks and bonds, but push out to two years, and the S&P 500 produced its highest return since the go-go '90s.
- Challenged markets, particularly within bonds, reflected the question in markets today: how to marry current conditions to potential policy.
- Amongst the four headline categories, food, energy, and goods are back to pre-COVID norms.
By Richard A. Brink, CFA
Transcript
Richard A. Brink - Hello everyone and welcome, and a belated happy new year. In 2024, returns were strong across stocks and bonds, but push out to two years, and the S&P 500 produced its highest return since the go-go '90s. And while we’re here, note high yield, something we've talked about for a while, up 23% cumulatively....
Q1 2025 Capital Markets Outlook