Q1 2025 Investing Insights: Macro and Markets

Start time:
January 30, 2025 10:00 AM PT
Duration:
45 minutes
Location:
Online
Contact:
Jonathan Weller, Moss Adams, (858) 795-1654
Cost to attend:
Complimentary

In 2024, equities hit all-time highs, inflation slowed, geopolitical tensions heightened, and more. What could the new year bring for investors?

Join us for the next installment of our quarterly webcast, Investing Insights: Macro and Markets, for a candid discussion with key members of our investment strategy team. 

With a lens on the new US administration and the Federal Reserve’s (Fed’s) interest rate policy path, we’ll examine the market-shaping events of 2024 and look ahead to the economic horizon. Key topics we’ll explore include:

  • Consumers powering growth. Will the consumer remain resilient?
  • US stocks climbed. Will the trend continue into 2025?
  • M&A activity. What’s breathing new life into dealmaking?
  • Investing in alternatives. What are the opportunities in infrastructure and real estate?
Register

Speakers

Michelle Walker, CFA®, Managing Director; Chief Investment Officer, Moss Adams

Michelle has worked in the financial services industry since 1993, and is experienced in multi-asset class allocation, portfolio construction, and macroeconomic analysis, as well as traditional and alternative manager due diligence.

As chief investment officer, Michelle leads the Investment Research and Portfolio Management (IRPM) team and the Investment Committee (IC). She’s primarily responsible for aligning investment research and analysis to serve the needs of clients.

Dominic Cellitti, CFP®, MBA, MSF, Senior Financial Advisor, Moss Adams

Dominic has provided financial planning solutions and investment advice to clients since 2013. Primarily serving closely held businesses, executives, and families, Dominic helps clients prepare for transactions, retirement, and other complex wealth management needs by leveraging his expertise in cash flow planning, investment diversification, and risk management.

Dominic also focuses on the wealth aspects of estate planning, including multigenerational planning, gifting, and charitable giving strategies.

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