Plaza Advisory Group at Steward Partners director of portfolio management and wealth manager Andrew Briggs joins Morning Brief to discuss his market outlook for 2025.
Briggs acknowledges significant uncertainty surrounding inflation and upcoming policy changes with the new Trump administration. “Until there’s more clarity, it’s tough to broaden out that portfolio too quickly,” he explains.
He emphasizes the importance of understanding how the Trump administration’s policies, particularly on immigration, will affect the labor market, noting its “direct impact” on both consumers and market performance.
For investment strategies, Briggs identifies potential opportunities in the utilities, materials, and software sectors, which he believes are positioned to benefit from the ongoing artificial intelligence boom. He also highlights small- and mid-cap stocks, suggesting these could “start to make sense” once there’s greater clarity around policy direction and interest rates.
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