Taking Stock: Q1 2025 Equity Market Outlook

2025-01-03 01:55:00 ET

Summary

• With U.S. stocks on pace for a second year of strongly positive returns, we look forward to the start of 2025 and the factors that could make or break the recent trend.
• The S&P 500 Index posted its best month of the year in November, with a clear election result and a no-surprise Fed rate cut providing support.
• If change will be a hallmark of 2025, we expect this will be a pivotal period for active managers with the flexibility and expertise to navigate the vagaries and opportunities ahead.

By Tony DeSpirito

Can equities three-peat in 2025? With U.S. stocks on pace for a second year of strongly positive returns - and one of their best years in the past three decades - we look forward to the start of 2025 and the factors that could make or break the recent trend. As Q1 nears, we see:

• Market and economic tailwinds to start the year
• Old uncertainties replaced with some new ones
• A compelling case for large-cap value stocks

Read the full article on Seeking Alpha

For further details see: