Waverly Quarterly Review & Market Outlook Q4 2025
In this video from Clay McDaniel, CFA®, Partner, Chief Investment Officer at Waverly Advisors, LLC, he discusses key takeaways from Q4 2025 and the market environment heading into the new year.
Clay reflects on how markets have behaved over the past year, including major shifts in interest rates, the U.S. dollar, and investor sentiment. He also explores longer-term structural themes—particularly technology and artificial intelligence—while highlighting the growing importance of quality, diversification, and portfolio resiliency. Finally, he shares how the investment team is focused on strengthening client portfolios by upgrading quality and building durability without taking unnecessary concentrated risk.
To read the full Quarterly Review & Market Outlook Q4 2025, CLICK HERE.
If you would like more information about the topics and information discussed in this video, or if you’re ready to explore how they apply to your specific situation, contact a Waverly Advisor near you. Find a Waverly Advisor
Video recorded on January 22nd, 2026
Music Credit:
Song: Bright Horizons – BoDleasons
Music provided by Artlist
Waverly Advisors, LLC is a nationwide wealth management company for high-net-worth individuals and their families, business owners, executives, and institutions. We take a holistic approach to wealth management, dealing with all aspects of a client’s wealth, including investments, taxes, estate planning, charitable trust services, corporate retirement plans, and more.