Krawez: “Investors would be wise to curb their enthusiasm”
While there has been a lot of investor optimism this year, 2025 could be full of uncertainty. “Investors would be wise to curb their enthusiasm,” said Brian Krawez, president and lead portfolio manager at Scharf Investments during an appearance on Reuters TV on November 14, 2024. Brian highlights three things that investors should be aware of as we look to the new year, including heightened risk of recession, geopolitical tensions, and policy changes that the incoming Trump administration will want to enact. Also worrisome is debt, which could have an impact on the economy over the next 5-6 years.
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