How attractive are U.S. large-cap stocks heading into 2025? Ever wondered how to assess whether an investment is worth pursuing? This Thanksgiving, bring something insightful to the table with our analysis of the S&P 500.
CAP STRAT’s Mike Warford, CFA, and Mike Rarey, CFA, dive deep into the financial data that shapes their investment framework.
In this Deep Dive, learn:
Macro Outlook: 2025 forecasts for liquidity, inflation, and economic growth
Valuations: What’s already priced into the market?
Forecast: What returns do we expect for the S&P 500 next year?
