Anna Nerys of BlackRock briefly discusses 3 compelling 2025 themes for advisors to consider and specific actions to take
The 60/40 Debate: Why 70/30 Isn’t the Answer
Without proper management and regular rebalancing, what began as a moderate 60/40 allocation may now resemble a more aggressive 70/30
From Cash to Bonds: A Strategic Shift in Post-Pandemic Investing
According to PIMCO, the combination of high starting yields and anticipation for lower rates creates an attractive outlook for a wide variety of bonds. Investors lingering in cash may want to consider fixed income
Diversify with Confidence: First Trust Alternatives Model
With its thoughtful design and flexible strategy, the First Trust Alternatives Strategic Focus ETF model continues to prove itself as a leader in delivering alternative investment solutions for modern portfolios
BlackRock – Near Term Assessment and 2025 Outlook
BlackRock senior portfolio managers and investment executives gathered for two days to debate the outlook for economies and markets
Invesco – Major Forces Driving Markets From New Administration
In this short piece Invesco focuses on the policies that could have the biggest impact on the economy and markets
J.P. Morgan – 2025 Investment Outlook
J.P. Morgan recommends investors ensure portfolios are rebalanced after a few very abnormal years
Capital Group – 2025 Outlook
According to Capital Group’s CIO, Martin Romo, “Instead of falling into recession, as many predicted a year ago, we’re headed Back to the Future in more ways than one.”
Thematic Investing in 2025
Insights from Jay Jacobs, BlackRock
Freedom 2025 Outlook
As we enter 2025, the interplay between elevated valuations, shifting monetary policies, and geopolitical uncertainties underscores the necessity of disciplined