Region – Investment Strategy Outlook, Feb 2025

Amid the uncertainty looming over the policy outlook, the dramatic headlines about on again/off again trade wars, and what remains a high degree of volatility in the financial markets, it can be easy to lose sight of the fact that the U.S. economy keeps pushing forward. It continues to do so at a faster pace than is the case across much of the world. It is, of course, reasonable to ask whether that will remain the case, particularly with businesses expressing frustration with policy uncertainty and consumers expressing anxiety about inflation possibly reaccelerating...