As tariffs, interest rate expectations and regulatory changes take center stage and uncertainty remains a key theme, investors should focus on sectors poised to benefit from policy shifts.
WisdomTree
221 posts
“Build, build, build” and “dig, dig, dig” reflect a determined push to remove barriers and accelerate development. Expect this theme to underpin policies ranging from energy to technology.
The sector has continued to underperform expectations, leaving investors disappointed. But this disappointment should not obscure the shifting dynamics that may favor a brighter outlook in the year ahead.
There are always reasons to be skeptical of the economy. But from FOMC policy, to earnings, to trade and fiscal policy, the risks on the margin may well be for a better-than-expected outcome.
Artificial intelligence (AI) has moved beyond the pages of science fiction to become a transformative force reshaping industries and redefining possibilities.
The U.S. Treasury (UST) 10-year yield could trend toward 5% in 2025, supported by a combination of historical averages and a steepening Treasury yield curve.
Global monetary policies diverge sharply, with the U.S. Fed navigating inflation and labor markets while other central banks cautiously extend their rate-cutting cycles.
Global markets readjust to reflect the anticipated realities of policies under the new administration.
With upcoming economic data likely skewed by hurricane disruptions, the current figures may represent the last clear snapshot of underlying trends before the bond market faces additional uncertainty.
Despite current challenges, China remains an investable market. However, long-term investors remain cautious.