Yahoo Finance: “We don’t believe that rates don’t matter.”

In a recent conversation with Yahoo Finance, Head of Portfolio Management Zach Hill highlighted a cautiously optimistic market outlook for 2025, with earnings growth expected to drive returns as the Federal Reserve’s anticipated rate cuts provide some economic support. While strong consumer and corporate balance sheets have mitigated the impact of higher interest rates, concerns remain about their potential to dampen economic activity over time. Policy changes under the new administration and external volatility are also seen as key wildcards influencing market performance this year.