In the latest episode of Trust Company Talks, hosts Bill Noble and Burke Koonce sat down with Chief Investment Officer Dan Tolomay, CFA to discuss the highlights of 2024 and the outlook for 2025.
Reflecting on a strong year for markets, Dan noted that global equities rose approximately 20%, with U.S. large-cap growth leading the way. He attributed much of this performance to excitement surrounding artificial intelligence and the continued strength of a few key technology companies. However, he also emphasized the importance of looking beyond recent trends and maintaining a diversified approach to investments.
- The impact of rising interest rates on small-cap companies and businesses.
- The valuation gap between U.S. and international stocks and its potential implications for future returns.
- The role of diversification in building resilient portfolios and managing risks.
Tune in to hear the full conversation and gain perspective on how careful planning and thoughtful strategies can help investors stay prepared, no matter what the future holds.
