2025 Capital Markets Forecast: Investing in a Chutes and Ladders Economy

Posted on January 23, 2025

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2025 Capital Markets Forecast

At CenterState CEO's 2025 Economic Forecast event, Wilmington Trust Investment Advisors' Chief Economist Luke Tilley presented an overview of Wilmington’s 2025 Capital Markets Forecast, with a focus on how the investment environment has changed, and the factors that can guide how investors should position their portfolios.

The year brings a new administration with new policies that, in some cases, represent significant breaks from the past four years. For investors, this policy discontinuity introduces uncertainty to the economic and investment landscapes. The new administration’s policies could set up the economy and markets for a wide range of possible outcomes—potentially higher highs but also lower lows. Like the classic board game, Chutes and Ladders, equity markets over time can move upward, evoking optimism. But an unlucky spin can land a player on a chute that sets back progress similar to financial markets during a downturn. Tilley covered the economic and market chutes and ladders to anticipate in 2025.

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