In Pure Portfolios’ December 2024 Commentary, Chief Investment Officer, Nik Schuurmans reflects on a year of market resilience and the set-up heading into 2025. Nik explores stretched valuations and future return expectations for U.S. large-cap stocks, U.S. households crowding into equities, and how Fed rate cuts could impact stock returns.

Will U.S. large cap stocks continue their dominant run or will frothy valuations result in challenged future returns?

Watch the video below…

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