Mary Ann Bartels, Chief Investment Strategist at Sanctuary Wealth, shares her outlook for the rest of 2025. While markets have seen volatility due to tariffs and global uncertainty, she believes we’re still in a secular bull market. She highlights semiconductors and AI as long-term investment themes, anticipates further growth in blockchain adoption, and expects increased interest in commodities and real assets due to inflation. Mary Ann also discusses the growing role of women in wealth management, the rise of alternatives like private markets and crypto, and the importance of client education and multi-generational financial planning.
Show Notes:
04:15 Differences in today’s market
05:51 S&P 500 forecast
06:03 Global market opportunities
07:47 Alternative investments
11:59 Commodities outlook
16:38 Bitcoin and gold
20:00 Star Trek similarities
22:00 Women and the wealth transfer
23:20 Value-based investing
30:00 Importance of advisors understanding cryptocurrencies
36:00 Long-term trend
39:24 Trend or Fad
By Ed Lopez. Managing Director, Head of Product Management
Originally Published May 6, 2025
For more news, information, and analysis, visit the Beyond Basic Beta Channel.
IMPORTANT DISCLOSURES
Bitcoin (BTC) is a decentralized digital currency, without a central bank or single administrator, that can be sent from user to user on the peer-to-peer bitcoin network without the need for intermediaries.
Please note that Van Eck may offer investment products that invest in the asset class(es) discussed in this video.
The views and opinions expressed are those of the speaker and are current as of the video’s posting date, and are not necessarily those of VanEck or its other employees. Video commentaries are general in nature and should not be construed as investment advice. References to specific securities and their issuers or sectors are for illustrative purposes only. This is not an offer to buy or sell, or a recommendation to buy or sell any of the securities, financial instruments or digital assets mentioned herein. The information presented does not involve the rendering of personalized investment, financial, legal, tax advice, or any call to action. Certain statements contained herein may constitute projections, forecasts and other forward-looking statements, which do not reflect actual results, are for illustrative purposes only, are valid as of the date of this communication, and are subject to change without notice. Actual future performance of any assets or industries mentioned are unknown. Information provided by third party sources are believed to be reliable and have not been independently verified for accuracy or completeness and cannot be guaranteed. VanEck does not guarantee the accuracy of third party data.
There are inherent risks with fixed income investing. These risks may include interest rate, call, credit, market, inflation, government policy, liquidity, or junk bond. When interest rates rise, bond prices fall. This risk is heightened with investments in longer duration fixed-income securities and during periods when prevailing interest rates are low or negative.
The S&P 500 Index consists of 500 widely held common stocks covering the leading industries of the U.S. economy.
Investing in cryptocurrencies comes with a number of risks, including volatile market price swings or flash crashes, market manipulation, and cybersecurity risks. In addition, cryptocurrency markets and exchanges are not regulated with the same controls or customer protections available in equity, option, futures, or foreign exchange investing. There is no assurance that a person who accepts a cryptocurrency as payment today will continue to do so in the future.
All investing is subject to risk, including the possible loss of the money you invest. As with any investment strategy, there is no guarantee that investment objectives will be met and investors may lose money. Diversification does not ensure a profit or protect against a loss in a declining market. Past performance is no guarantee of future performance.
No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission of Van Eck Associates Corporation.
© 2025 Van Eck Associates Corporation.
666 Third Avenue, New York, NY 10017.
