Zeus research experts reassure clients on bullish equities

Jan 2025

Zeus has issued a New Year research note reassuring clients of its continued bullish stance on equities. Despite growing market concerns about the incoming Trump administration's trade policies and stubborn inflation, the firm remains confident in the resilience of equity markets. The news comes after economic data released in the last weeks of 2024 indicated inflation remained above the Federal Reserve’s 2% target and the central bank suggested it might limit interest rate cuts in 2025.

Strong corporates and spending

Zeus Investments uses the note to address the apprehension surrounding potential protectionist trade measures and their implications for global economic stability. While acknowledging these risks, the firm emphasizes the underlying strength of corporate earnings, robust consumer spending, and favorable monetary policy that continues to support equity markets.

“We understand that our clients are concerned about the impact of potential trade disruptions and inflationary pressures,” said George Zhu, Zeus Investments’ CEO. “However, we believe that the fundamental drivers of equity markets remain intact and the outlook for 2025 continues to be positive.”

Strategic asset allocation

The first Zeus Investments research note of the year highlights key sectors that are expected to perform well, including technology, healthcare, and consumer discretionary, all of which are poised to benefit from ongoing innovation and economic resilience. The firm also notes that diversification and strategic allocation remain crucial in navigating potential market volatility.

Zeus Investments is committed to keeping clients informed and equipped with strategies that align with their long-term financial goals. The firm will continue to provide regular updates and insights to help clients make informed investment decisions in a rapidly changing economic environment.