Hear from members of our Investment Committee in Fidelis Capital's latest quarterly Market Outlook Webinar. For ease in navigating to topics of interest, timestamps are included below for each topic discussed.
Recap of 2024 and Q4
0:54 - Economy
3:44 - Fixed Income
7:47 - Equities
Key themes impacting market outlook
10:04 - Equity Valuations & Potential Volatility
13:27 - Trump Initiatives
18:20 - Impact of Tax Cuts & Tariffs on Debt, Rates & Yields
Fidelis Capital’s portfolio positioning as we kick off Trump's second term
22:00 - Fixed Income
24:36 - Equities
28:10 - Private Markets
30:40 - Final Thoughts
