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2025 Market Recap and Year-End Portfolio Management Strategies
David Hagee, Executive Vice President, Chief Investment Officer
:
November 17, 2025
Recorded November 17, 2025
In a new episode of the Conversations with Commerce Trust podcast, Chief Investment Officer and host David Hagee is joined by Kelly Jernigan, Director of Family Wealth Strategy, Commerce Trust, to discuss 2025 stock market performance, underlying tensions in the economy and markets, and year-end strategies for asset allocation and tax-efficient investing, including:
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Positive equity market performance led by Magnificent Seven stocks despite a weakening job market, tariff uncertainty, and geopolitical tensions
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Why artificial intelligence may be driving a broader impact on earnings growth
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How, despite an outlook for continued growth in the U.S., the job outlook, housing market, and consumer sentiment could be strong headwinds in 2026
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Year-end investment portfolio strategies to lower overall risk in a portfolio by reducing concentrated positions through taking advantage of capital gains, tax-loss harvesting, or charitable giving
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