Global equity markets have surged by 50% since 2020, with US GDP and corporate profits also seeing significant increases despite global challenges. As the midpoint of the decade approaches, the outlook remains optimistic for US stocks and high-quality bonds, driven by potential lower rates and AI investment opportunities. Key strategies for 2025 include diversifying into fixed income, capitalizing on AI growth, and investing in real estate, while maintaining caution regarding the US dollar and geopolitical risks.
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