In The Balance
Source: SeekingAlpha
2025-01-14 00:55:00 ET
Summary
- We think easing inflation and a pro-business policy environment will support above-trend growth in 2025, but the balance is delicate with risks piled up on both sides.
- The AAC has retained its at-target view on equities overall, and its overweight view on higher quality U.S. small and medium-sized companies.
- The AAC upgraded its view on investment grade bonds to overweight after yields rose last quarter.
By Erik L. Knutzen and Jeff Blazek
We think easing inflation and a pro-business policy environment will support above-trend growth in 2025, but the balance is delicate with risks piled up on both sides....
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In The Balance
Compass EMP US Small Cap 500 Volatility Weighted I
NASDAQ: CSA
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