Investment Commentary
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Freedom 2025 Outlook
As we enter 2025, the interplay between elevated valuations, shifting monetary policies, and geopolitical uncertainties underscores the necessity of disciplined

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

Which area within equities will be the top performer in 2025?
Insights from Neuberger Berman

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