Q1 2025 Investing Insights: Macro and Markets

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Presented on January 30, 2025

Michelle Walker, CFA®, Managing Director, Chief Investment Officer, Wealth Management Services
Dominic Cellitti, CFP®, Senior Financial Advisor, Private Clients Practice

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?

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The material appearing in this communication is for informational purposes only and should not be construed as legal, accounting, or tax advice or opinion provided by Moss Adams LLP. This information is not intended to create, and receipt does not constitute, a legal relationship, including, but not limited to, an accountant-client relationship. Although these materials have been prepared by professionals, the user should not substitute these materials for professional services, and should seek advice from an independent advisor before acting on any information presented. Moss Adams LLP assumes no obligation to provide notification of changes in tax laws or other factors that could affect the information provided.