Despite facing ongoing uncertainty in policy and tariff-related fluctuations, experts express cautious optimism for the market’s future. Resilient economic fundamentals and broadening equity market gains signal potential growth. Investors anticipate supportive shifts in pro-growth policies later in 2025, fostering better conditions. While the forecast indicated outperformance from non-U.S. markets, there is a prevailing belief that investors have been overly concentrated in U.S. assets, which could shift soon as market dynamics evolve. Staying informed on policy developments will be crucial for making strategic investment decisions.