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

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.