InvestorView Winter Issue 2025

February 07, 2025
  • Capital Partners
In this issue of InvestorView, we cover our economic outlook and portfolio positioning for the year ahead, discuss the current credit market, and examine a strategy for saving for current and future family healthcare costs.

Turning the Page: The Economy and Markets in 2025

Partner and Chief Investment Strategist Scott Clemons covers our economic outlook for 2025.

Risks and Responses: Our Portfolio Positioning for 2025

Five risks are top of mind as 2025 unfolds: inflation, high valuations, geopolitical and regulatory risks, artificial intelligence, and volatility. Our Investment Research Group breaks down these risks, our response to them, and how some may even present opportunities.

What We Believe: Credit Investing in a ‘Priced-to-Perfection’ World

Credit spreads currently sit at historically low levels. How are we responding to this environment? Fixed Income Specialist Tom Brennan lays out the implications on our investment process, portfolios, and our income and safety priorities.

Thoughtful Gifting: How to Help Your Family Save for Healthcare

Principal Brett Sovine discusses an appealing savings option for family healthcare costs: the health savings account.
Up Next
Up Next

Turning the Page: The Economy and Markets in 2025

Partner and Chief Investment Strategist Scott Clemons covers our economic outlook for 2025.

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