March 2025 Perspective

2025-03-04 03:05:00 ET

Summary

• As we move into March, it’s tempting to start thinking about spring.
• We have entered the year coming off a period of economic resiliency in the US.
• Economists expect another year of strong growth in the US while the market is pricing in double-digit earnings growth for the S&P 500.
• As active managers, we remain focused on identifying investment opportunities no matter the environment and managing risk for our investors.

What's New

As we move into March, it's tempting to start thinking about spring. Longer days, more sun, warmer weather, and maybe even some flowers popping up from the ground. But being headquartered in Western New York, we've come to know better, and that's okay. We know those days are coming, just not yet. The key to not being disappointed comes in the form of properly setting expectations. In much the same way, properly setting expectations is critical to navigating financial markets. From our perspective, investors' expectations may need a bit of a reset today, and, as we've been consistent in saying for some time now, market volatility may be accompanying that....

Read the full article on Seeking Alpha

For further details see: