Two the Point — 2025 Outlook: Staying Strategic in an Evolving Market Environment

Jasmine Yu, PhD, MBA, CFA®, CAIA®

Bryn Mawr Capital Management

< 1 min read

December 20, 2024

Two the Point

This week we highlight the factors that could shape the markets and economy in 2025. With uncertainty around policy changes, elevated valuations, and shifting global dynamics, we emphasize a balanced, diversified approach. We believe portfolios should start the year aligned with strategic targets, focusing on quality, flexibility, and preparedness for potential volatility.

For a deeper look at our perspectives and recommendations, download our 2025 Economic and Market Outlook here.

Jasmine Yu, PhD, MBA, CFA®, CAIA®

Bryn Mawr Capital Management

Jasmine Yu leads the investment management team and is responsible for investment policies, asset allocation, investment solutions, and portfolio management for taxable and tax-exempt clients. She joined the company in 2024.

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Disclosures

© 2024 WSFS Bank. Member FDIC. Wilmington Savings Fund Society, FSB d/b/a WSFS Bank.Private Banking is a division of WSFS Bank.
Wilmington Savings Fund Society, FSB d/b/a/ Bryn Mawr Trust.Bryn Mawr Trust is a division of WSFS Bank.WSFS Wealth Management, LLC d/b/a Powdermill Financial Solutions, LLC. Powdermill Financial Solutions, LLC is a subsidiary of WSFS Financial Corporation.Bryn Mawr Trust Company of Delaware is a subsidiary of WSFS Financial Corporation.Products and services are provided through WSFS Financial Corporation’s subsidiaries and their affiliates.Trust and investment advisory services are offered through Bryn Mawr Trust. Bryn Mawr Trust is not a registered investment advisor.Investment advisory services are also offered through Bryn Mawr Capital Management, LLC (“BMCM”), an SEC registered investment advisor and a subsidiary of WSFS Financial Corporation. BMCM’s Registration as an investment advisor does not imply a certain level of skill or training.

Bryn Mawr Trust does not provide legal, tax or accounting advice but those services may be provided by affiliates or subsidiaries of Bryn Mawr Trust.

All opinions expressed by the Associate(s) on television, radio, internet, or any other medium are merely opinions. You should not treat any opinion expressed as an inducement to make a particular investment or follow a particular strategy. Opinions expressed are based upon information that the Associate(s) considered reliable at the time spoken, but there is no guarantee of completeness or accuracy, and it should not be relied upon as such. The opinions do not represent the opinions of WSFS Financial Corporation or its subsidiaries. The Associate(s) and the listed entities have no duty to update or correct any information that was provided. Past performance is not indicative of future results, and as such, neither the Associate(s) nor any of the above-listed entities guarantee any specific outcome, performance, or profit. Before acting on any information from the Associate(s), consider suitability for your personal financial situation and seek the advice of your own financial professional.

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