We see more positives than negatives as we enter the new year. Economic growth has proven to be resilient, earnings are poised to accelerate, and investor positioning looks constructive. However, following '23-'24's breakneck pace, the odds of more normalized returns have increased. Our optimism is bridled somewhat by policy uncertainty, but the backdrop is ripe for active oversight with plenty of room for stock and sector selection. How should investors position for the shifting investment backdrop? What are the key factors to focus on as we start the year? As always, we defer to our technical, fundamental, and macro disciplines to assess the risks and guide our outlook. Click to read the full January BakerAvenue Prudence Indicator (BAPI) commentary and view the market update video from BakerAvenue’s Chief Investment Officer, Doug Couden, CFA.
Regime Change: Rates, Earnings, Leadership, and Participation. Join our experts tomorrow, Wednesday, January 15th to discuss the major trends we believe will shape the new year.
We understand the importance of considering all the options when it comes time to prepare for a new year and tax season. Explore our checklist for insights on individual, estate, and business taxes.
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