2025 Investment Outlook Part II: Real Assets and International Risks

In the latest episode of The Wealth Enterprise Briefing, Michael Zeuner and Sam Sudame of WE Family Offices explore how political instability and new fiscal policies may create divergent outlooks between U.S. and non-U.S. markets. They also discuss opportunities in real assets, particularly in infrastructure, as inflationary pressures persist.

Discussion themes include:

• Global Market Risks: Political uncertainty and new tariffs are weighing on international markets, with countries highly dependent on U.S. exports, such as Vietnam and Mexico, facing heightened risks.
• Real Assets and Inflation: Real assets like infrastructure and commodities could provide inflation protection. U.S. infrastructure projects, particularly in power generation and data centers, are highlighted as a promising investment theme.
• Adapting Strategies: The conversation touches on the importance of maintaining flexibility as fiscal policies evolve throughout 2025, with a focus on adjusting portfolio exposure based on real economic developments.

Listen to the full episode to hear their thoughts on how investors can balance risk and opportunity as the year unfolds.

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 or other type of asset, 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.