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Jeff Schulze explains that three of the four key components of exceptional relative U.S. economic growth — the consumer, productivity gains and a solid fiscal impulse — remain intact, while the fourth, growing labour supply, will likely come under pressure, though not enough to derail the expansion in 2025.

CIO, Scott Glasser explains why he expects U.S. returns to be more subdued but positive in the year ahead given ample liquidity, healthy corporate profits and animal spirits buoyed by expectations of a pro-growth, deregulatory agenda.