2025 Economic & Investment Outlook

December 16, 2024
Image of a promotional graphic for the 2025 HB Economic & Investment Outlook featuring two circular photos of individuals labeled Ross Bramwell, CFA Principal, and Ford Donohue, CFA Principal. Homrich Berg Wealth Management logo is at the bottom.

In this new video, Principals Ross Bramwell and Ford Donohue cover some key economic and investment themes:

· Markets have rewarded investors under a variety of U.S. Presidents

· The Fed may slow the pace of rate cuts given strong economic data

· Consumers remain resilient despite cautionary reports

· Mixed economic data will continue on path to soft landing

· A lot of good news is priced into stocks; broadening of earnings needs to continue

· The soft-landing scenario is looking more likely, but risks remain

· Geopolitical risk is elevated, but markets are taking it in stride for now

· Overall positioning – We see lower recession risk but monitoring elevated valuations

Watch here: https://youtu.be/ZS6ZCzXaL3A

A man in a blue suit and checkered tie smiles at the camera. The background is blurry, showing a window with an abstract view of a cityscape.

Ross Bramwell, CFA

Principal

Ross joined Homrich Berg in 2013. He has 20 years of experience across the accounting, financial services, and investment industries. Currently, he serves as a member of the Homrich Berg Investment Committee and manages the firm’s real estate platform. Ross leads the due diligence efforts within real estate which covers commercial real estate, such as multifamily, office, industrial, retail, among others, as well as residential. He also takes the lead on client communications and presentations that focus on the economy and markets. He often participates in client meetings to discuss investment allocations, the markets, and private alternatives.

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