January 24, 2025
Michael Landsberg, Chief Investment Officer at Landsberg Bennett Private Wealth Management, shared his insights on the state of the markets and his outlook for 2025 in the company’s Q1 update. Reflecting on 2024, he emphasized, “Earnings drive stock prices—always have, always will.” While inflationary pressures are expected to rise, Landsberg remains optimistic about growth prospects and portfolio diversification strategies for the year ahead.
Key Takeaways:
Inflation Outlook:
Federal Reserve and Interest Rates:
Stock Market Performance:
Portfolio Diversification:
Rebalancing Strategy:
Sector Outlook for 2025:
Emerging and International Markets:
Real Estate and Small Caps:
Policy and Dollar Impact:
Closing Thoughts for Clients:
Landsberg foresees a positive year for equities driven by earnings growth, though he expects volatility as inflation pressures persist. By maintaining a diversified portfolio and focusing on high-quality assets, he believes investors can achieve strong long-term returns despite potential headwinds in the market.
Landsberg Bennett is a group comprised of investment professionals registered with Hightower Advisors, LLC, an SEC registered investment adviser. Some investment professionals may also be registered with Hightower Securities, LLC (member FINRA and SIPC). Advisory services are offered through Hightower Advisors, LLC. Securities are offered through Hightower Securities, LLC.
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