Freedom Outlook | BlackRock: Infrastructure, AI, Bitcoin | PIMCO: Moving cash to fixed income | How to underweight “Mag 7”
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The Dispatch

Keeping you informed on the markets, trends and how Freedom Advisors is serving you.

In This Issue:

  • Commentary   |   Freedom 2025 Outlook and Recommendations
  • Manager Spotlight   |   BlackRock 2025 Themes: Infrastructure, AI, Bitcoin
  • PIMCO   |   From Cash to Bonds: A Strategic Shift in Post-Pandemic Investing
  • Investing Q&A Series   |   How can I underweight the “Magnificent 7” and other stocks with extremely high valuation multiples?
  • Commentary   |   The 60/40 Debate: Why 70/30 Isn’t the Answer
  • Did You Know?   |   Instant Chat is Quickest.
  • STATE OF THE MARKETS   |   What Triggered the Market Selloff Last Week?
  • INSIGHTS   |   Leading Money Manager 2025 Outlooks

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Freedom 2025 Outlook and Recommendations

U.S. economic prospects continue to diverge from those of the rest of the world as the former enjoys strong domestic demand and investment spending while the latter is suffering from slowing domestic demand and trade uncertainty.

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BlackRock 2025 Themes: Infrastructure, AI, Bitcoin

In this brief video, Anna Nerys of BlackRock presents compelling themes for advisors to consider.

Watch Now
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From Cash to Bonds: A Strategic Shift in Post-Pandemic Investing

PIMCO: Market signals and Fed moves mean that bond yields have turned a corner. The combination of high starting yields and anticipation for lower rates creates an attractive outlook for a wide variety of bonds. Investors lingering in cash may want to consider fixed income.

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Investing Q&A Series

Q: How can I underweight the “Magnificent 7” and other stocks with extremely high valuation multiples?

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The 60/40 Debate: Why 70/30 Isn’t the Answer

This quiet transformation carries the risk of significant implications for investors who rely on the stability of a balanced portfolio.

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Did You Know? Instant Chat is Quickest.

You can communicate with us instantly through the Chat feature lower right on every page of the platform.

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What Triggered the Market Selloff Last Week?

How are Emerging Markets Performing to Start 2025? What Sets Scandinavian Companies Apart?

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Leading Money Manager 2025 Outlooks

We’ve curated insights from our investment manager partners to help you navigate the year ahead. From market outlooks to actionable strategies, here’s what experts are saying.

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Advisory services offered through registered investment adviser Freedom Investment Management, Inc. ("Freedom"). Freedom does not provide tax or legal advice. The representations and opinions herein are the opinions and views of Freedom. Other sources may be available which contradict Freedom’s opinion, process, and methodology. This information should not be relied upon as investment advice.

 

Freedom does not approve or otherwise endorse the information contained in links to third-party sources. Freedom is not affiliated with the providers of third-party information and is not responsible for the accuracy of the information contained therein.

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