Episode 41 - How Growth and Economic Confidence Are Shaping 2025 (December 2024)
Update: 2024-12-19
Description
In this episode of KJH Insights, Joel Clark, CEO, and Sarah Bull, Partner & Portfolio Manager, delve into the critical factors shaping equity, bond, and broader capital markets as we approach 2025. While the overall outlook for markets remains positive, they tackle pressing concerns such as the potential for the economy overheating, the resurgence of inflation, and the impact of Trump's tariffs.
This discussion offers insights on how the KJH investment team is managing investment risk and optimizing returns as we close out the year.
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