2025 Investment Outlook: Preparing for Reflationary Changes

January 9, 2025

In the latest episode of The Wealth Enterprise Briefing, Michael Zeuner and Sam Sudame of WE Family Offices discuss how the shift from 2024’s Goldilocks economy—a period of balanced growth and stability—to a potentially reflationary government in 2025. This change, driven by new administration policies, may bring both opportunities and challenges for investors.

Discussion highlights include:

Policy Impacts: Tariffs, immigration reforms, deregulation and tax changes are creating conditions that may affect growth and inflation.
Fixed Income Considerations: With inflation concerns on the rise, a focus on credit exposure over longer-term duration is recommended. Floating rate debt and asset-backed securities are highlighted as potential options.
Equity Market Outlook: While earnings growth may continue to support equities, high valuations and liquidity concerns could influence returns.

The discussion emphasizes how new policies and economic shifts could influence investment strategies, balancing potential risks with areas for strategic focus in 2025.

Find practical strategies for maintaining flexibility and preparing for what 2025 may bring by listening to the full episode.

As always, if you have any questions or need further insights, please don’t hesitate to contact us.

Important Information:

The Wealth Enterprise Briefing contains our current opinions and commentary, which are subject to change without notice. The Briefing is distributed for informational and educational purposes only and does not consider the specific investment objective, financial situation, or particular needs of any recipient. Information contained herein has been obtained from sources we believe to be reliable, but we do not guarantee its completeness or accuracy. The information in the Briefing is not a recommendation of any security, and should not be relied upon as investment, legal or tax advice. Please consult with your investment, legal and tax advisors regarding any implications of the information presented in this presentation.