Cetera Sector Insights - September 2025
We’re pleased to share the latest edition of Cetera Sector Insights — our monthly report offering timely, actionable insights into what’s driving equity performance across the S&P 500 sectors. By combining macro trends, fundamentals, valuations, and technicals, this new piece helps you stay ahead—whether you're managing portfolios or tracking market leadership.
Read More
The Augmented Labor Market: AI and the Future of Work
From driverless cars to declining demand for entry-level tech roles, artificial intelligence is reshaping the labor market faster than ever. In our latest commentary, we explore how AI, demographics, and productivity trends are transforming the workforce—and what it means for investors.
Read More
2025 Annual Outlook
This coming year could end up being known as the “Great Moderation” as we predict we’ll see inflation, interest rates, labor market, economic growth, and stock and bond returns all moderating. Rising volatility is also present heading into the new year, along with the chance of a stock market correction – although this is not a bold prediction, as corrections typically happen most years. Diversification will be a key strategy toward navigating through 2025.
Read MoreShifting Gears Through Economic and Market Cycles
In our new commentary, Shifting Gears Through Economic and Market Cycles, we draw a parallel between the Tour de France and the journey of the economy and markets—both marked by steep climbs, sharp turns, and long stretches of endurance. The commentary explores the evolution of economic cycles and highlights how recessions, bear markets, and recoveries shape investor behavior and long-term strategy. Read now to stay ahead of the curve!
Read More
2025 Mid-Year Outlook
Cetera Investment Management is pleased to release its 2025 Mid-Year Outlook: "Risks Recoil as Stocks Rebound". In our Mid-Year Market Outlook, we explore how markets have staged a sharp rebound—despite headwinds from rising tariffs, persistent inflation concerns, and global tensions. While some risks have receded, we also spotlight where we see opportunity on the horizon.
Read More