As seen in the Wealth Management 2025 Market Outlook.
In recent years, rising economic uncertainty and market volatility have placed considerable pressure on wealth managers to safeguard portfolios during an increasingly complex financial landscape. Unlike prior market fluctuations, today’s conditions are layered with interlocking challenges: persistent interest rate fluctuations, inflationary pressures affecting both consumer and corporate sectors, and global tensions that ripple through markets in unexpected ways.
In response, wealth managers are tasked with creating portfolios that aren’t just reactive to immediate market changes but are strategically built for resilience across economic cycles. This requires a balance between principal protection and risk-adjusted returns, echoing defensive strategies from the pandemic era but now refined to handle an even broader set of risks.
Read the Kingbird 2025 Outlook here.