

2025 Mid-Year Market Review & Outlook
In our 2025 Mid-Year Market Review and Outlook video, we discuss critical themes affecting investment strategies and market developments for the second half of the year. We delve into Trump’s tariff policies and their unexpected impacts, inflation trends and Federal Reserve policy, the continued outperformance of U.S. markets, the growing influence of artificial intelligence, and notable geopolitical developments in the Middle East and Ukraine. Our conversation highlights the ongoing challenges and opportunities in these areas and provides our insights for investors navigating today’s complex landscape. (Recorded on June 30, 2025.)