The January 15, 2025 Market Update, hosted by Cresset’s Chief Investment Officer and Founding Partner Jack Ablin along with Founding Partner and Co-Chairman Doug Regan, provided a comprehensive analysis of key economic developments. The discussion covered Trump policy updates, the economic impact of the L.A. fires, shifts in the bond market, and forward-looking investment strategies for 2025 and beyond. Additionally, Cresset’s Head of Risk Management, John Quinlan made a special appearance to offer insights into risk management best practices in response to the L.A. fires.
Key Themes
Economic Outlook
- Observations on Federal Reserve policies and their implications for future markets.
- Analysis of Trump-era policy updates influencing current economic conditions.
- Examination of shifts in the bond market, with a focus on interest rate changes and their impact on investment strategies.
Opportunities Amid Economic Shifts
- Economic transitions, including post-Trump policies and recovery efforts in L.A., are creating openings for innovation and growth.
Sectors to Watch in 2025
- Technology and sustainable energy identified as key areas with high growth potential, particularly in regions like California recovering from economic and natural challenges.
Future Planning for 2025
- Focus on aligning portfolios with long-term goals while maintaining flexibility to adjust to short-term uncertainties.
- Encouragement to stay informed about policy shifts and economic developments to identify emerging opportunities.
- Emphasis on forward-looking strategies to leverage changes in the bond market and capitalize on sector-specific trends.
