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      Old National Investments

      Wealth Management Insights December 16, 2024

      LPL Outlook 2025: Pragmatic Optimism

      The professionals at Old National Investments are affiliated with LPL Financial, a leading independent broker/dealer and registered investment advisor. The content of this article was provided by LPL Financial Research. 

      Looking back, 2024 clearly echoed many of the themes from 2023. By and large, the economy continued to defy expectations and surprised once again. Stocks continued their strong performance, driven by powerful trends in artificial intelligence and technology. On the other hand, the bond market experienced another lackluster year amid policy ambiguity and uneasiness over rising debt levels.

      As we look to 2025, we remain cautiously optimistic. We’re cautious because no market environment is ever permanent, yet optimistic since constructive long-term technology trends are in place. Plus, potential tax policy and deregulation efforts in 2025 could provide some tailwinds — particularly from an economic perspective. While growth asset returns are not expected to be as robust in 2025, the investment environment should prove to be favorable for investors.

      For 2025, new policies will need to be digested, and relatively rich valuations may get tested. For the time being, this backdrop favors a constructive, but also a conservative and balanced approach, when it comes to tactical stock and bond allocations. 

      To learn more about the opportunities and challenges to be on the lookout for this year, click here to read the 2025 Outlook today, including the full report and deep analysis.

       

      IMPORTANT DISCLOSURES

      This material is for general information only and is not intended to provide specific advice or recommendations for any individual. There is no assurance that the views or strategies discussed are suitable for all investors or will yield positive outcomes. Investing involves risks including possible loss of principal. Any economic forecasts set forth may not develop as predicted and are subject to change. References to markets, asset classes, and sectors are generally regarding the corresponding market index. Indexes are unmanaged statistical composites and cannot be invested into directly. Index performance is not indicative of the performance of any investment and do not reflect fees, expenses, or sales charges. All performance referenced is historical and is no guarantee of future results.

      All index data from FactSet.

      All information is believed to be from reliable sources; however, LPL Financial makes no representation as to its completeness or accuracy.

      This research material has been prepared by LPL Financial LLC.

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