Macro Pulse offers holistic global economic, geopolitical, and asset allocation views. We start with where we are in the economic cycle, dive deeper into long-term themes, and then provide our top investment ideas.

The Bull-Bear Battles of 2025

Updated December 2024

We have lost count of how many years “unprecedented uncertainty” has led annual outlooks, and yet here we are again. It is true that a slower rate cutting cycle – at least in the United States – rampant global policy uncertainty, and high valuations create challenges. It is also an environment that is highly constructive for investor opportunity. 

Join us as we offer macroeconomic views alongside actionable answers to the ‘hows’ facing investors:

  • How will the expected 2025 economic slowdown shape investment strategies?
  • How to consider the impacts of a new administration?
  • How to preserve income as interest rates potentially fall?
  • How to invest in yield curve normalization?
  • How to build portfolio durability via a-cyclical investment anchors?


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Overview

Title: Macro Pulse: The Bull-Bear Battles of 2025
Date: Friday, January 17th, 2025
Time: 1PM EST
Duration: 1 hour

Accepted for one hour of CFP, CPE, CPFA/QPFC, SHRM, CLU/ChFC, TX CPA, Investments and Wealth Institute (IWI/CIMA/CPWA) CE Credit for webcast attendees.

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Macro Pulse: Playing the Pivot

It’s a pivotal moment for portfolios; as markets react to the much-anticipated start of a monetary easing cycle, so must investors.

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