##  [# Freedom Advisors: 2025 a Year of “Stark Dichotomies"](/sections/advisor-center/freedom-advisors-2025-year-stark-dichotomies) 

 

# Freedom Advisors: 2025 a Year of “Stark Dichotomies"

 

 

Explore Freedom Advisors' 2025 Market Wrap-Up and their 2026 outlook. Read up on their analysis for equities, fixed income, the impact of tariffs, and more.



 

 

 

 

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[By Advisor Intel](/authors/advisor-intel)

 Jan 12, 2026

 Edited by: ETF.com Staff

 

 

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*Source: Freedom Advisors*

## Year End Commentary and Year Ahead Outlook 2025/2026

Summary and Implications From Q4 2025

- The U.S. economy has remained strong, though emerging signs of moderation support the case for additional Federal Reserve rate cuts extending into 2026. The risk of an enduring recession remains at low probability levels. Global markets are enjoying a continued surge in risk appetite, especially for AI-fueled technology plays, and for hard assets that serve as the basis for a surge in infrastructure spending.
- The current environment speaks to less attractive valuations across risk-based assets, namely U.S. large caps and corporate credit fixed income, despite more muted market volatility and expected lower interest rates heading into 2026.
- Equities: we remain diversified across regions and styles and favor tilting away from the U.S. Mag7. We seek opportunities in small and mid-caps that demonstrate resilient growth and profitability as well as growth opportunities in defensive sectors that have largely lagged the broader market advance.
- Fixed income: take advantage of high real rates and a steep yield curve for roll down premiums. We remain defensive on overall credit risk, preferring to allocate risk assets to equities and real/hard assets.

[![](https://www.etf.com/sites/default/files/inline-images/Group%202854_0.png)](/sites/default/files/2026-01/Freedom%20Market%20Commentary%20Year%20End%202025%20Final%20(G-859670-2026-01-06).pdf)

***Disclaimer:** The market insights, projections, and investment strategies expressed in this article are solely those of the contributor and do not necessarily reflect the views or opinions of ETF.com. This content is provided for informational purposes only and does not constitute financial, investment, or legal advice.*

 
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 [ Advisor Intel ](/authors/advisor-intel) 

 

 

  Providing market perspective from the front lines of wealth management. Written exclusively by practicing financial advisors, this commentary focuses…   [View Bio](/authors/advisor-intel)

 



 

 


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