2025 Market Projections with Jeremy Bell (Ep.58)

By Nicole Young on January 2, 2025

EPISODE 58 OF THE DOLLAR$ AND $ENSE: CREATING YOUR FULFILLED LIFE PODCAST WITH NICOLE ROMITO

How did the markets dance through 2024, and what’s on the horizon for 2025?

Nicole Romito and Jeremy Bell, Chief Investment Officer at Conway Investment Research, reflect on the financial landscape of 2024. They discuss the performance of U.S. equity markets, the volatility in fixed income, and the outlook for 2025. They emphasize the importance of a strategic investment plan, diversification, and staying invested for the long term despite market fluctuations.

Nicole and Jeremy discuss:

U.S. Equity Market Overview: A year of strong performance amid global noise
Insights into the Fixed Income Market: Navigating interest rate volatility
2025 Projections: Opportunities in U.S. equities and asset class rankings
Investing Strategies: Timing the market and risk management
And more

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About Our Guest:

Jeremy is a Principal and Chief Investment Officer for Conway Investment Research, LLC. He joined the firm in 2011 and chairs Conway’s Investment Committee which establishes the firm investment philosophy and process and ultimately oversees the implementation of recommendations made to clients. In addition to leading Conway’s research effort, Jeremy’s primary responsibilities include capital markets research, asset allocation modeling, alternative investment manager due diligence, and management of key client relationships.

Private Vista, LLC is a group comprised of investment professionals registered with Hightower Advisors, LLC, an SEC registered investment adviser. Some investment professionals may also be registered with Hightower Securities, LLC (member FINRA and SIPC). Advisory services are offered through Hightower Advisors, LLC. Securities are offered through Hightower Securities, LLC.

This is not an offer to buy or sell securities, nor should anything contained herein be construed as a recommendation or advice of any kind. Consult with an appropriately credentialed professional before making any financial, investment, tax or legal decision. No investment process is free of risk, and there is no guarantee that any investment process or investment opportunities will be profitable or suitable for all investors. Past performance is neither indicative nor a guarantee of future results. You cannot invest directly in an index.

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