Market Commentary
Our portfolio managers give you their analysis of current economic trends
within their targeted area of investment
- Core Strategy
- Will Wurm
Q4 2024 : 2024-2025 In Transition
Summary: The year presented a rather friendly investor climate as the economy remained healthy, employment figures were robust, inflation abated, and the Fed began their rate easing cycle and our portfolios benefited accordingly. In the near term, we do not anticipate a change in these positive factors that have been supportive of equity gains. Additionally encouraging, analysts expect an accelerating 15% earnings growth from companies that comprise the S&P 500 versus a respectable estimated 9.5% in 2024. All factors that continue to merit an invested posture.