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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© 2025 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.

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