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2025 Investment Outlook Part II: Real Assets and International Risks
In the latest episode of The Wealth Enterprise Briefing, Michael Zeuner and Sam Sudame of WE Family Offices explore how political instability and new fiscal policies may create divergent outlooks between U.S. and non-U.S. markets. They also discuss opportunities in real assets, particularly in infrastructure, as inflationary pressures persist.
Discussion themes include:
Global Market Risks: Political uncertainty and new tariffs are weighing on international markets, with countries highly dependent on U.S. exports, such as Vietnam and Mexico, facing heightened risks.
Real Assets and Inflation…
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