Stocks are coming off another banner year, but strength has bred a frothy sentiment environment, which continues to loom as a risk for likely coming volatility.
Continuing last year's trend, our 2025 outlook shows fixed income benefiting from high rates, while equities face a narrowing edge over risk-free investments.
The U.S. economy and stock market are entering 2025 from a position of strength, but risks of volatility—especially pertaining to policy—are much higher compared to last year.
Kathy Jones and Cooper Howard discuss how to build a bond portfolio, which bonds are suitable for retirees, and other aspects of fixed income investing.
Some post-election stock market excitement has receded, but the story of strong breadth—which predated the election—has not changed and continues to support the market for now.
Find Market Commentary content
It Was a Very Good Year
Schwab's 2025 Long-Term Capital Market Expectations
2025 Market Outlook: Fixed Income
2025 Market Outlook: U.S. Stocks & Economy & Global Markets
2025 U.S. Stocks and Economy Outlook
How Do You Build a Bond Portfolio?
Choosing Municipal Bonds: GO or Revenue?
Breadth of Life: Post-Election Market Trends
Uncertainty Around Future Policy