The calendar has turned, but the investment landscape still retains vestiges of the past several years’ dominant economic trends — and will for some time to come. It amounts to a new paradigm for the economy with crucial implications for advisers and their clients, and potentially a very attractive backdrop for generating returns, with help from alternative investments, or alts.
As 2025 begins, we believe the economy is experiencing a different kind of landing that defies easy categorization — one in which inflation and monetary policy rates settle but stay structurally higher than they were pre-COVID, with higher economic growth, too.
