Two the Point — 2025 Outlook: Staying Strategic in an Evolving Market Environment

Jasmine Yu, PhD, MBA, CFA®, CAIA®

Bryn Mawr Trust Advisors

December 20, 2024

< 1 min read

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 Trust Advisors

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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