Bloomberg Businessweek
Expecting “Clear Air Turbulence’ for Markets in 2025
Mar 4, 2025
Jeff Krumpelman, Chief Investment Strategist at Mariner Wealth Advisors, shares insights on market volatility and future trends, highlighting potential buying opportunities despite uncertainties. Louise Phillips Forbes, a real estate broker at Brown Harris Stevens, discusses the Manhattan real estate landscape, focusing on challenges such as rising costs and labor shortages, while also touching on the influence of generational wealth on home purchases. Together, they navigate the intriguing dynamics shaping today’s investment and real estate markets.
28:36
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Quick takeaways
- Market volatility presents buying opportunities for investors when adjusting portfolios, focusing on defensive sectors like healthcare and consumer staples.
- The commercial real estate market is experiencing renewed demand, particularly driven by the AI sector's growth and expansion in office spaces.
Deep dives
Market Sentiment and Investment Strategies
Current market conditions reflect a cautious sentiment among investors, primarily due to recent sell-offs and concerns over tariffs on U.S. trading partners. Analysts highlight a phenomenon referred to as 'clear air turbulence,' suggesting that while pullbacks are expected, they present potential buying opportunities for those who have adjusted their portfolios following strong past gains. Monitoring indicators such as earnings reports, interest rates, and inflation trends continues to be vital for assessing market direction and stability. A cautious approach that involves reallocating investment towards defensive sectors like healthcare and consumer staples is recommended to navigate this volatile environment.
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