David Hagee Executive Vice President, Chief Investment Officer
In a new episode of the Conversations with Commerce Trust podcast, Chief Investment Officer and host David Hagee is joined by Scott Colbert, Chief Economist and Director of Fixed Income Management; and KC Mathews, Chief Market Strategist; to discuss insights on the economic and market landscape as we head into the new year, as well as opportunities for investors for 2025.
Topics include:
- The likelihood of moderating economic growth in 2025 due to sustained higher interest rates and less federal stimulus.
- The Federal Reserve’s monetary policy will play a crucial role in shaping the year ahead, as well as possible changes in tariffs and immigration policies under a second Trump administration.
- Equities are poised to continue their positive trajectory, as broader market participation is a projected theme for domestic equities in 2025.
- Within fixed income securities, compelling yields remain in place for investment-grade bonds, offering investors portfolio diversification opportunities.
