Near-term optimism on continued U.S. equity outperformance abounds – should investors stay along for the Trump ride? What does it mean for volatility markets? Is this week’s FOMC a warning sign? We consider the prospects for U.S. exceptionalism and potential sources of diversification in the year ahead in our 2025 market outlook. Wishing all our readers happy holidays and all the very best for 2025!
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