7 Market Strategists to Watch for Winning Insights in 2025

The financial markets are evolving at a pace never seen before, with 2025 promising even more volatility, uncertainty, and technological transformation. In this climate, finding credible, actionable guidance is crucial for anyone aiming to stay ahead.

This article spotlights seven leading market strategists who are redefining what it means to deliver insight in a rapidly shifting world. Their expertise spans macro trends, B2B SaaS growth, AI-powered strategies, and enterprise go-to-market execution.

Each strategist brings a unique perspective and proven frameworks for navigating complex challenges. If you want to accelerate pipeline, drive ARR growth, and make smarter decisions in 2025, following these market strategists is your next step.

The Evolving Market Landscape in 2025

Financial markets in 2025 are adapting to a perfect storm of macroeconomic shifts and technological breakthroughs. Investors are watching closely as the Fed navigates rate adjustments amid global uncertainty and shifting consumer behaviors. Persistent volatility, fluctuating international stocks, and the U.S. dollar's significant decline in 2025 have amplified the need for sharper insights from top market strategists.

Agentic AI and automation are rapidly transforming the B2B SaaS and enterprise software sectors. Companies now recognize that scalable revenue growth hinges on tight alignment between product, marketing, and sales. Market strategists highlight how data-driven decision-making, paired with unified go-to-market execution, is enabling organizations to turn disruption into measurable outcomes.

Recent examples show how strategic guidance from market strategists has delivered real results, from accelerating pipeline momentum to boosting ARR. As the business landscape grows more complex, these experts offer clarity and actionable frameworks, making their insights indispensable for leaders planning for 2025.

7 Market Strategists to Watch for Winning Insights in 2025

In 2025, the most influential market strategists are those who blend macro vision with tactical execution. Their expertise spans everything from AI-driven automation and international market shifts to the alignment of product, marketing, and sales for scalable growth. Let’s dive into the seven market strategists whose insights will shape your GTM plans and revenue operations this year.

1. Lisa Shalett, Morgan Stanley Wealth Management

Lisa Shalett stands out among market strategists for her sharp macroeconomic lens and focus on actionable investment frameworks. She explores the intersection of tech innovation, shifting monetary policy, and evolving consumer sentiment.

• Regularly analyzes valuation risks and sector rotation, offering practical advice for B2B SaaS leaders.
• Advocates for diversification and risk management, especially in volatile, AI-driven environments.
• She was among the first to predict the market’s subdued reaction to Fed rate adjustments in late 2024.

Lisa’s insights are essential for those aligning GTM strategies with major economic catalysts and emerging AI trends.

2. Kristy Akullian, BlackRock iShares

Kristy Akullian is a leader in ETF strategy and AI-powered portfolio construction. Her ability to translate complex tech movements, like Agentic AI, into practical investment plays sets her apart from other market strategists.

• Focuses on durable earnings and fundamental resilience in the tech sector.
• Offers guidance on international market opportunities, especially as the US dollar weakens.
• Urges investors to balance growth with risk when navigating high-momentum sectors.

Kristy’s early advocacy for international market exposure has helped GTM teams hedge against volatility and pursue sustainable revenue growth.

3. Adam Hetts, Janus Henderson Investors

Adam Hetts, global head of multi-asset, is known for aligning product strategy with market cycles. His frameworks help market strategists and GTM leaders anticipate shifts in interest rates and labor trends.

• Identifies early volatility signals and sector overvaluation risks.
• Bridges quantitative analysis with practical go-to-market execution, making his advice invaluable for SaaS operators.
• Highlights the implications of “insurance cuts” by the Fed as a key market signal.

Adam’s warnings about surges in lower-quality equities have prompted more disciplined, data-driven GTM planning and risk controls.

4. Tracie McMillion, Wells Fargo Investment Institute

Tracie McMillion leads global asset allocation with a focus on consumer health and fiscal policy. Among market strategists, her strength lies in translating macro trends into tactical moves for GTM teams.

• Studies the impact of tariffs, labor markets, and fiscal stimulus on consumer-facing sectors.
• Recommends cautious positioning, especially during transitional periods in consumer markets.
• Accurately forecasted the gradual effects of tariffs on US consumer confidence.

Tracie’s actionable insights help B2B SaaS and enterprise leaders anticipate demand shifts and adjust go-to-market strategies accordingly.

5. Mike Reynolds, Glenmede

Mike Reynolds specializes in monetary policy catalysts and international market opportunities, making him a go-to voice among market strategists. He dissects Fed communications and currency movements to reveal downstream impacts on equities.

• Highlights the importance of global earnings and currency trends for SaaS market positioning.
• Provides frameworks for integrating international equities into B2B SaaS portfolios.
• Offered early analysis of the US dollar’s slide and its positive effect on global returns.

For those seeking go-to-market strategy examples that leverage international diversification, Mike’s research is a must-follow.

6. Jurrien Timmer, Fidelity Investments

Jurrien Timmer, Director of Global Macro, is celebrated for visual frameworks and long-term market predictions. His work on Agentic AI’s impact on enterprise SaaS sets him apart from other market strategists.

• Delivers data-driven forecasts for technology adoption and competitive shifts.
• Explores how AI-powered automation is driving enterprise pipeline and ARR growth.
• Bridges traditional macro trends with next-gen SaaS market positioning.

Jurrien’s early advocacy for automation as a growth driver helps GTM teams prioritize innovation without losing sight of risk management.

7. Sarah Hansen, Morningstar

Sarah Hansen excels at synthesizing strategist viewpoints into actionable guidance. She covers tech cycles, valuation trends, and regulatory shifts with a clear focus on outcomes for market strategists and SaaS leaders.

• Analyzes earnings surprises, market concentration, and emerging risk factors.
• Bridges analyst research with practical GTM execution for enterprise software.
• Spotlighted the market’s transition from euphoria to consolidation after major tech earnings.

Sarah’s real-time analysis empowers GTM leaders to pivot quickly and capture opportunities during periods of rapid change.

Key Trends Shaping Market Strategy in 2025

Market strategists are signaling a pivotal shift in 2025, as Agentic AI and automation redefine the competitive landscape for B2B SaaS and enterprise software. The pace of change is accelerating, and leaders must adapt quickly or risk falling behind.

Here are the key trends shaping go-to-market strategy:

• Agentic AI is transforming the way companies approach growth. From automating sales enablement to optimizing marketing alignment, AI-driven tools are enabling teams to move faster and smarter. Companies that successfully leverage Agentic AI's impact on B2B SaaS are seeing measurable gains in pipeline velocity and ARR growth.

• Unified product, marketing, and sales functions are now essential. Market strategists emphasize that silos slow down innovation and revenue. Leaders are investing in integrated platforms and cross-functional teams to drive scalable results. For deeper insights on breaking down these barriers, see Product marketing strategy insights.

• Data-driven decision-making is at the core of every winning playbook. High-performing organizations use real-time analytics to respond to market shifts, manage risk, and capture new opportunities. Automation is helping teams focus on strategic initiatives rather than manual tasks.

• Risk management is evolving alongside innovation. Market strategists agree that balancing AI adoption with strong governance is key to sustainable growth. Those who master this balance are positioned to outperform in volatile markets.

For founders, CMOs, and GTM leaders, the message is clear: embrace Agentic AI, build unified teams, and let data guide your next move. The market strategists spotlighted in this article offer the frameworks and foresight needed to turn these trends into real business outcomes.

How to Leverage Strategist Insights for GTM Success

Imagine a B2B SaaS team, facing a volatile market and uncertain customer demand. They turn to market strategists for direction, seeking frameworks that transform insights into action. By weaving strategist guidance into each stage of their go-to-market plan, they unlock new growth and resilience.

To leverage these insights for GTM success:

• Align product, marketing, and sales teams around unified, data-driven objectives.
• Build GTM plans that factor in macro shifts, regulatory changes, and Agentic AI trends.
• Use frameworks from market strategists to spot early signals in pipeline, ARR, and customer engagement.
• Regularly review why most go-to-market strategies fail to avoid common pitfalls and adapt quickly.
• Subscribe to strategist newsletters and webinars for timely updates.
• Schedule monthly reviews to integrate new insights and adjust tactics.

By treating market strategists as partners in your GTM playbook, you empower your team to turn complexity into opportunity and drive measurable growth.

As you reflect on these seven standout market strategists and the game-changing trends shaping 2025, you might be wondering how to actually put these insights into action for your own company. I’ve seen firsthand how aligning product, marketing, and sales—just like these experts recommend—can turn good ideas into real, repeatable growth. Imagine what your next quarter could look like with a custom, data-driven framework built for your unique challenges. If you’re ready to bridge the gap between strategy and results, let’s chat about your goals and sketch out a roadmap together. Book Your Personal Intro Call