2025 Asset Allocation Draft
Center For Investment Excellence
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Navigating the Evolving Equity Market
This chapter explores the recent dynamics of the U.S. equity market, emphasizing a shift from beta to alpha trades and the concentration of profits among select S&P 500 companies. It discusses investment strategies for the upcoming years, highlighting opportunities in mid-cap stocks, fixed income, and the implications of geopolitical changes. The conversation underscores the importance of active management and a balanced portfolio approach in the current market landscape.
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