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....

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