The global economy is poised for solid growth in 2025, with the U.S. continuing to lead advanced markets. CFRA’s latest research paper provides in-depth insights to help institutional investors navigate economic trends, sector performance, and valuation considerations for strategic asset allocation.
What You’ll Learn:
- Macroeconomic Trends: Understand key drivers of global and U.S. economic growth, including central bank policies, inflation trends, and geopolitical risks.
- Sector Recommendations: Discover why CFRA maintains an overweight stance on Information Technology, Communication Services, and Financials based on earnings momentum and valuation trends.
- Market Valuations & Risk Considerations: Assess the implications of high equity valuations, historically low risk premiums, and potential shifts in investor sentiment.
- Earnings Growth & Investment Outlook: Learn why strong corporate earnings projections support continued market expansion and how this aligns with CFRA’s strategic recommendations.
Equip your portfolio with data-driven insights and expert analysis. Download the full report today and gain a competitive edge in 2025.
