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August 05, 2025

Quarterly Perspectives: A Mid-Year Investment Outlook for 2025

In our Quarterly Perspectives webinar, our senior investment strategists unpack the latest market trends. From potential rate cuts to questions about rising national debt, they cover what the latest investment headlines and performance trends could mean for your portfolio in the second half of 2025.

What they cover:

  • A look back at 2025 year-to-date market performance
  • Insights on the Federal Reserve and the outlook for rate cuts
  • The implications of fiscal policy and a rising national debt
  • A mid-year earnings update—potential risks and where we see opportunity

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Investing

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