Navigating Stocks and Bonds in 2025
Jan 24, 2025•28 min•Ep. 31
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Episode description
Stronger-than-expected economic data and uncertainty about the scope of President Trump’s policies have contributed to a volatile start of the year. Although equities have fallen 5% from their December high and Treasury bond yields have tested key levels, we think the U.S. macro environment remains favorable for financial markets. Join Head of Investment Strategy and Equities, Alicia Levine, and Head of Fixed Income, John Flahive, for an exploration of current themes impacting stocks and bonds, and a discussion on their outlook for 2025.
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