2024 in Review: Key Lessons for Portfolio Management in 2025

The Wealth Enterprise Briefing

Michael Zeuner and Sam Sudame of WE Family Offices discuss 2024's economic developments and share their 2025 outlook on portfolio strategies and market trends in the latest episode of The Wealth Enterprise Briefing. They examine how the Federal Reserve's policies, the persistence of a strong job market and shifts in savings and consumption patterns have shaped the investment landscape.

Discussion highlights include:

• Understanding Normalization: Differentiating economic stabilization from a recession and how it impacted market performance.
• Fixed Income Strategies: The importance of focusing on intermediate-term bonds amid changing interest rate expectations.
• Equity Market Outlook: How modest reflation could drive growth in high-quality stocks.
• Economic Influences: The role of pandemic-era savings in shaping growth and inflation patterns.

The conversation also touches on the changing role of monetary policy and its influence on both risks and opportunities for the year ahead.

Learn more about these economic changes and their effect on investment strategies by listening to the full episode.

As always, if you have any questions or need further insights, please don't hesitate to contact us.

Important Information:

This podcast contains our current opinions and commentary that are subject to change without notice. Our commentary is distributed for informational and educational purposes only and does not consider the specific investment objective, financial situation, or particular needs of any recipient. Information contained herein has been obtained from sources we believe to be reliable, but we do not guarantee its completeness or accuracy. The information contained herein does not constitute legal or tax advice to any person. Please consult with your legal or tax advisor regarding any implications of the information presented in this presentation.