2025 Economic & Investment Outlook

December 16, 2024
Image of a promotional graphic for the 2025 HB Economic & Investment Outlook featuring two circular photos of individuals labeled Ross Bramwell, CFA Principal, and Ford Donohue, CFA Principal. Homrich Berg Wealth Management logo is at the bottom.

In this new video, Principals Ross Bramwell and Ford Donohue cover some key economic and investment themes:

· Markets have rewarded investors under a variety of U.S. Presidents

· The Fed may slow the pace of rate cuts given strong economic data

· Consumers remain resilient despite cautionary reports

· Mixed economic data will continue on path to soft landing

· A lot of good news is priced into stocks; broadening of earnings needs to continue

· The soft-landing scenario is looking more likely, but risks remain

· Geopolitical risk is elevated, but markets are taking it in stride for now

· Overall positioning – We see lower recession risk but monitoring elevated valuations

Watch here: https://youtu.be/ZS6ZCzXaL3A

A man in a blue suit and checkered tie smiles at the camera. The background is blurry, showing a window with an abstract view of a cityscape.

Ross Bramwell, CFA

Managing Director of Investment Communications, Shareholder

Ross joined HB Wealth in 2013. He has over 20 years of experience across the accounting, financial services, and investment industries. He currently serves as a member of the HB Investment Committee. He previously managed the firm’s real estate platform. In his current role, Ross takes the lead on client communications, investment messaging, and presentations that focus the firm’s perspective and outlook on the economy and markets. He often participates in client meetings to discuss investment allocations, the economy and markets, and private alternatives.

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The above is not a recommendation to purchase or sell a particular security and is not legal, investment or tax advice. Results are not guaranteed. All investing involves risk.

Past performance is not a guarantee of future results for any investment. Private alternative investments are not for every client. An individual must be qualified to invest in a private investment based on their net worth and/or other criteria, and they may qualify to invest in some alternative investments while not being allowed to invest in other alternative investments. Alternative investments are not risk-free and there is no guarantee of achieving attractive performance compared to similar liquid investments. Risks associated with investments in private alternatives include the illiquid nature of such investments, risks associated with leveraged investments, manager-specific risks, sector-specific risks, and in certain cases geographical risk, as well as the risk of loss of principal.