
Leading portfolio strategist Jason Trennert predicts the major investment themes for 2025
WEALTHTRACK
Reviving Investor Confidence
This chapter examines the resurgence of investor enthusiasm in 2025, marked by a rise in IPOs and corporate deal-making. It discusses the critical demand for electricity due to technological advancements and emphasizes investment opportunities, particularly in utilities and innovative energy solutions. Additionally, the chapter reflects on the evolving business landscape, renewed optimism among entrepreneurs, and the shifting attitudes towards government intervention in the economy.
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