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Confluence of Ideas - The 2025 Outlook: A Year of Political and Policy Change episode artwork

EPISODE · Dec 23, 2024 · 16 MIN

Confluence of Ideas - The 2025 Outlook: A Year of Political and Policy Change

from Confluence Podcasts · host Confluence Investment Management

Confluence's official 2025 Outlook anticipates continued-but-moderating economic growth, sticky inflation, and limited interest rate cuts, which will lay the ground work for the asset class returns in the new year. One of the co-authors of the report, Chief Market Strategist Patrick Fearon-Hernandez, joins the podcast to examine the main themes of Confluence's expectations and how investors can utilize an outlook piece such as this to review the big picture: where they've been, what the new year has in store, and how they might prepare for it.

What this episode covers

Confluence's official 2025 Outlook anticipates continued-but-moderating economic growth, sticky inflation, and limited interest rate cuts, which will lay the ground work for the asset class returns in the new year. One of the co-authors of the report, Chief Market Strategist Patrick Fearon-Hernandez, joins the podcast to examine the main themes of Confluence's expectations and how investors can utilize an outlook piece such as this to review the big picture: where they've been, what the new year has in store, and how they might prepare for it.

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Confluence of Ideas - The 2025 Outlook: A Year of Political and Policy Change

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Frequently Asked Questions

How long is this episode of Confluence Podcasts?

This episode is 16 minutes long.

When was this Confluence Podcasts episode published?

This episode was published on December 23, 2024.

What is this episode about?

Confluence's official 2025 Outlook anticipates continued-but-moderating economic growth, sticky inflation, and limited interest rate cuts, which will lay the ground work for the asset class returns in the new year. One of the co-authors of the...

Is there a transcript available for this episode?

Yes, a full transcript is available for this episode. You can read the complete transcript on the episode page.

Can I download this Confluence Podcasts episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
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