AMO Membership Market Update April '25

The stock market and the global economy are transforming. There is a clear change taking place, that we believe is likely to result in another bull market. This time around the bull market may be more broad-based to include other regions of the world and sectors of the economy. This transformation period maybe slightly more volatile, but it may ultimately produce annual returns closer to the long-term average.

Portfolio diversification along with targeted thematic ideas remains our preferred strategy as markets and the world transform. In the short term, as we move through 2025 and into 2026, we expect the current uncertainty to fade and believe Equity markets, should climb toward high levels. We expect continued corporate earnings growth and a stable consumer. We remain optimistic on stocks relative to fixed income and are buyers on short term weakness.

Date

Friday, April 25, 2025

Time

4:30 PM - 5:00 PM | (UTC-05:00) Eastern Time (US & Canada)

Location

Online Webinar

Location

Online Webinar

Please visit this LINK to join the webinar at above time/date.

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Join via Zoom: https://zoom.us/join

Meeting ID: 878 5985 8628

Passcode: 549540

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Meeting ID: 878 5985 8628

Passcode: 549540