Reported 5 days ago
Michael Sheldon reveals insights from economist Torsten Slok at Apollo Global Management, who offers a bullish outlook for the U.S. economy in 2025, forecasting continued growth and consumer resilience despite potential headwinds like geopolitical tensions, inflation, and budget deficits. The S&P 500's valuation concerns and risks for small-cap stocks are noted, while the future performance of traditional 60/40 portfolios is questioned as they suggest exploring private markets for better returns.
Source: YAHOO