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Animal Spirits Resurface Post Election

Equity positioning and risk sentiment are near extremes, but investors shouldn’t ignore potential risks on the horizon.

Equity Euphoria Reaches New Highs

Underappreciated Risks on the Horizon

2025 Asset Class Positioning

Asset Class Detail

The below outlines OAM Research’s macroeconomic and asset class views.

Global Equity

Global Equity - Alternatives

Global Fixed Income

Diversifying Strategies