Managing Director, Washington Policy Analyst Ed Mills looks at how several of the top market-relevant Washington DC issues could play out in 2025.
We identify four categories of risks to the growth outlook.
On the inaugural edition of Market Week in Review for 2025, Senior Director and Chief Investment Strategist for North America, Paul Eitelman, discussed Canadian Prime Minister Justin Trudeau’s resignation as well as the latest batch of U.S. and global economic data.
The journey from niche asset to core allocation looks set to continue.
The December PMI report, released on January 5, 2025, indicates that the U.S. services sector continued to grow, albeit at a measured pace, suggesting resilience in certain areas of the economy.
Do top-heavy markets eventually spread out? Diversification in investment strategies is essential as the market is inherently unpredictable.
Every new year brings with it a new opportunity to stop for a moment, revisit resolutions, and refresh outlooks.
Markets are coming off back-to-back gains of more than 20% each on an annual basis. The chances of a hat trick in 2025 are slim to none.
When and how will new policies take shape?
We are pro-risk, with the biggest overweight in U.S. stocks, yet eye three areas that could spur a view change.
The US labor market has remained relatively strong, but the trend over the last year or so has been one of normalization back to the pre-pandemic levels.
If you’re going to remember one important fact about the housing market, it’s that with the brief exception of COVID, the US has consistently built too few homes almost every year since the housing bust got rough in 2007.
As we enter 2025, the financial markets are optimistic. That optimism is fueled by strong market performance over the last two years and analyst’s projections for continued growth. However, as “Curb Your Enthusiasm” often demonstrates, even the best-laid plans can unravel when overlooked details come to light. Here are five reasons why a more cautious approach to investing might be warranted in 2025.
The aerospace and defense industry plays a pivotal role in both national security and the stock market. With U.S. defense spending leading the world, the largest contractors are well-positioned for growth amid rising global tensions.
Rough times are coming, yes, but I think we have at least 12 good months before the worst gets here. Let’s look at some of the reasons why things should be okay and then look at some of the potential problems.
Gold certainly had a great 2024, but 2025 is already shaping up to be an opportune year to build up more exposure through ETFs.
With 2024 in the books, market participants now know that the tech-heavy Nasdaq Composite Index surged about 85% over the past two years.
Many people these days are on heightened alert for bubbles, and I’m often asked whether there’s a bubble surrounding the Standard & Poor’s 500 and the handful of stocks that have been leading it.
2024 certainly saw cap-weighted strategies outperform equally weighted alternatives, but that could very well change this year.
After another resilient year for the US economy, we look ahead to the new year.
As we enter 2025, there has been a lot of conjecture about a return to the 5% threshold.
Weather has always been a key factor influencing commodity prices, even though not very obvious at first glance. Agricultural yields depend on rainfall, frost can ruin crops, and hurricanes disrupt supply chains.
Chief Economist Eugenio Alemán and Economist Giampiero Fuentes break down the factors likely to impact economic growth, inflation and interest rates.
U.S. equities closed 2024 on top and U.S. growth took back leadership from U.S. value.
US equities were up notably in 2024, due to a strong economy, accelerating earnings growth, US election results, and AI/mega-cap strength.
After hitting nearly 80% of my predictions over the first five years, the past two years are calling into question whether I’m truly the ETF Nostradamus.
Since dividend investing can be boiled down to a single strategy—generating income—you might assume we don’t need a toolbox full of tools. We know that’s not true.
Yields may trade in a wide range as markets work through issues in the new year. Navigating volatility may mean capturing higher nominal and real yields over the longer term.
While the market has largely moved past that year’s recession debate, it’s worth noting that the traditional definition that persisted for all our careers—two consecutive quarters of negative GDP growth—did occur in the first half of 2022.
Although underlying fundamentals and company financial statements can be difficult to analyze, the general public can easily discern price movements and understand the primary objective—buy low and sell high.
In our year ahead outlook, we unveil 5 key factors we believe offer rare certainty in these uncertain times. Discover how we’re navigating this landscape and positioning portfolios to seize opportunities and mitigate risks in the year ahead.
Two key components drive the shape of the yield curve: expectations for the short-term interest rate and expectations for the term premium.
Our Cash Indicator methodology acts as a plan in case of an emergency. Investors should expect more equity market volatility ahead.
The question for investors will be to what degree US outperformance will extend to the financial markets.
A look at the 2025 tax rates and contribution limits means individuals may save or gift more this year. Our Bill Cass shares the updated key tax figures and some planning considerations for the year ahead.
On December 6, the S&P 500 set the most extreme level of valuations on record, exceeding both the 1929 and 2000 market peaks on measures that we find best-correlated with actual, subsequent 10-12 year S&P 500 total returns across a century of market cycles.
The new year begins with economic resilience, but investors should brace for a challenging path in 2025. Key economic indicators are still “goldilocks” and signal continued growth at a sustainable pace.
As we turn the page on 2024 and look ahead into 2025, the key question on investors' minds is: can 2024’s positive momentum in the economy and financial markets continue into 2025?
It’s important that investors remember to rebalance their commodity ETF exposure, particularly as equity ETFs had a strong year in 2024.
For 2025 and beyond, a few particular global and industry trends can offer attractive long-term returns for advisors and investors alike.
Stocks are coming off another banner year, but strength has bred a frothy sentiment environment, which continues to loom as a risk for likely coming volatility.
Despite a lackluster 2024 for most bonds, investors with an eye on the long-term time horizon could reap future benefits.
In a recent discussion on TheRealInvestmentShow, Bob Farrell and his 10 investment rules were discussed, which elicited several email questions asking, “Who is Bob Farrell, and where are these rules?”.
Three interconnected lessons from 2024 help shape our 2025 outlook.
The most important issue regarding what lies ahead from an economic perspective is that the economy’s fundamentals remain solid with very few misalignments that could derail it, at least for now.
2024 was about as good as it gets in the equity markets – with the BGEP up 31% and the broader market as a whole posting double digit gains. Underneath the surface, we believe that there are three main drivers of the year’s solid returns. We discuss them below in our market review and outlook.
The College Football playoffs included 12 teams this year and all five automatic berth teams (because they won their conference championships) are now out, including the top two ranked teams, Oregon and Georgia. It wasn’t supposed to turn out this way, and the debate about why has only just started.
The same themes that drove sharp 2024 returns among the Magnificent 7 stocks appear to be very much alive in the new year.
Eden Ovadia, CEO of FINNY, joined WisdomTree’s Office Hours to share actionable growth insights for advisors.
