Three pivotal events mark shifts in market sentiment over the four months since November 2024—the US election outcome, the Fed’s December policy meeting and the February 2025 release of a key US consumer sentiment survey.
While implementation challenges exist, a balanced approach that considers the holistic portfolio context can unlock the significant strategic potential of small-cap investments.
While market expectations for future rate cuts are more than likely going to continue to change, fixed income investors can position their portfolios to navigate the cloud of uncertainty by using an active/passive barbell strategy.
No one will know for sure, but I could imagine that if the end-of-quarter activity drove today’s gains, the rally likely won’t last and, more importantly, could be given back pretty fast.
Amid all the market turbulence of late, the Fed was a steadying influence. Stocks notched a solid gain last week as upbeat comments from the Fed helped stocks snap their four-week losing streak.
If the tariff news is generally good, then it’s a reason for optimism. If the adjustments turn out to be less meaningful, that can be overlooked if it means that the administration is willing to offer periodic bullish tidbits to the market.
The basic ingredients of a balanced and therefore, happy life are broadly the same for all. The quality of product set, modest pricing, and steadfast service here at Interactive Advisors represent care, expressed financially.
At the start of 2025, we expect to see a continued dynamic evolution in the sustainable investment market. The regulatory landscape is evolving, with the review and development of both sustainable investment and ‘real economy’ regulations across multiple global regions.
The joys of harvesting are not just in the fields of food and agriculture. Explore the practice of Tax-Loss Harvesting to plan and then reap your financial gains wisely, so that you can join the seasonal harvest celebrations with joyful abandon.
The S&P 500 is not often down for five consecutive weeks, so one has to think this might be the week the market attempts a rebound. There’s a good chance of a bounce, but whether it happens is another question.
Cracks began to emerge in the bullish USD story during February as poor retail sales and plunging services PMI reinforced negative fiscal headlines.
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.