WEALTHTRACK Leading portfolio strategist Jason Trennert predicts the major investment themes for 2025
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Jan 24, 2025 Jason Trennert, Chief Investment Strategist at Strategas, shares his expert insights on major investment trends for 2025. He discusses the importance of modernizing energy infrastructure and the historical lessons from inflation trends. Trennert delves into the 'Trump trade' and its implications for future policies, while navigating the stock market's challenges and opportunities. He also highlights the resurgence of investor confidence, driven by technological advancements in utilities, and suggests contrarian strategies targeting underperforming sectors for potential growth.
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Market Performance and Inflation Concerns
- 2024 was a strong year for stocks and bonds, but concerns exist about inflation.
- Gold's rise alongside risk assets suggests a fragile equilibrium.
Inflation and Wage Growth
- Inflation is decreasing, but wage growth needs to catch up.
- Generous wage settlements, like those with Boeing and Longshoremen, don't align with 2% inflation.
The Trump Trade
- The "Trump trade" focuses on deregulating finance and energy, and preserving the Tax Cut and Jobs Act.
- It prioritizes domestic investment and aims to boost productivity and control inflation.