Insights
“There is a non-zero chance that the second Trump administration ushers in an age of above trend growth for the US economy on the back of deregulation and reduced government spending that crowds-in the private sector. That chain of events would be objectively bullish for equities”
Each quarter, Chris Armbruster, Portfolio Manager and Senior Research Analyst provides an update on the performance of the Mid Cap Growth strategy and shares his market outlook. Listen to his most recent episode where Chris recaps market activity during 4Q 2024, with a focus on:
- The potential for market broadening in 2025
- Primary contributors and detractors to the Mid Cap Growth strategy
- His 2025 concerns including the impact of tariffs, persistent inflation and interest rates
For more insights, read our 4Q 2024 Commentary or subscribe to Kaynecast where we provide the latest updates from the KAR Investment Team on our investment strategies.
Kaynecast is available on Apple Podcasts and Spotify.
This information is being provided by Kayne Anderson Rudnick Investment Management, LLC (“KAR”) for illustrative purposes only. Information contained in this material is not intended by KAR to be interpreted as investment advice, a recommendation or solicitation to purchase securities, or a recommendation of a particular course of action and has not been updated since the date of the material, and KAR does not undertake to update the information presented should it change. This information is based on KAR’s opinions at the time of the recording of this material and are subject to change based on market activity. There is no guarantee that any forecasts made will come to pass. KAR makes no warranty as to the accuracy or reliability of the information contained herein. Past performance is no guarantee of future results.
