In this presentation, Robert Morris and Paul Cox, from Graystone Consulting, discuss the current market conditions and investment strategies for 2025. They highlight the strong performance of the tech sector last year, driven by valuation increases rather than earnings growth, and address concerns about persistent inflation and its impact on the economy. With modest earnings growth expected this year, the speakers recommend focusing on diversified equity allocations, including small and mid-cap stocks, as well as investment-grade bonds. They also outline the streamlined investment pools and the role of the investment committee in ensuring long-term financial stability.
2025 Outlook
