Curious about the latest market shifts and what they mean for your investments?
In this video Chief Investment Officer, Charles Rinehart, CFA, CAIA, reviews 2024’s strong market performance, highlighted by a 25% S&P 500 return and tech-driven growth, and outlines key themes for 2025. With a new administration’s policy shifts, evolving Federal Reserve actions, and market volatility ahead, opportunities and risks abound. Despite high valuations, disciplined investments in reasonably priced stocks can yield results. The firm remains prepared to navigate 2025’s uncertainties and opportunities.
For additional market insights, read our 3Q 2024 Market Update in our Quarterly Insights Newsletter.