U.S. Election Boosts Market Optimism: Money Manager Sees Strong Stock Market Performance Through 2025

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Stock Market,Corporate Profits,Economic Growth

Brianne Gardner, a senior wealth advisor, expects strong U.S. stock market performance driven by rising corporate profits and economic growth. Following the U.S. election, the focus has shifted to economic fundamentals, with a strategic shift towards U.S. stocks.

Money manager Brianne Gardner anticipates robust stock market performance this year and into 2025, bolstered by rising corporate profits and economic growth in the U.S. Gardner, senior wealth advisor and co-founder of Velocity Investment Partners at Raymond James Ltd. in Vancouver, attributes this optimism to the removal of key uncertainties following the U.S. election. She advises focusing on companies that rely on exporting products to the U.S.

, particularly industrial companies and energy exporters. Her team has adjusted its portfolio, reducing exposure to Canadian stocks and increasing U.S. holdings. As an active money manager, Gardner's strategy includes frequent stock transactions, which she believes is crucial for risk management in high-net-worth portfolios. The firm’s growth-focused portfolio, with an 80 per cent equity and 20 per cent fixed income mix, has delivered strong returns, including a 19 per cent year-to-date and 29.5 per cent over the past 12 months

 

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