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2025 Midyear Outlook

Capital Ideas Podcast

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Navigating Economic Uncertainty

This chapter explores the current macroeconomic environment marked by volatility in interest rates, inflation, and geopolitical influences. The speakers express a cautious optimism about the U.S. economy's resilience while discussing innovative investment strategies that leverage scenario planning to manage uncertainty. They delve into market dynamics, contrasting U.S. equity performance with non-U markets and highlighting key sectors poised for growth amidst changing economic conditions.

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