In this episode of the Investment Insights Podcast we analyze 8 critical investment themes for 2025:

The S&P 493: Discover where opportunities lie beyond the largest players.

AI Valuations: How can investors separate true winners from hype-driven stories?

Value Stocks: Are overlooked sectors poised for a resurgence?

Inflation vs. Disinflation: What's the likely trajectory of the economy, and how should investors prepare?

M&A and Activism: Explore how companies are leveraging strategic plays to navigate uncertainty. Investor Mindset: Why overconfidence can be a warning sign for market participants.

International Markets: Could they outperform the U.S. in 2025?

The Return of Active Management: The challenges and opportunities in today's evolving market landscape.

Learn more about Opal Capital: https://www.opalinvest.com