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November 04, 2025

Quarterly Perspectives: Wrapping Up Investment Trends in 2025

Markets are breaking records, the Fed is shifting gears, and concentration in a handful of stocks is reshaping portfolios. What does it all mean for you as an investor? Watch the replay of our Quarterly Perspectives webinar featuring our senior investment strategists who unpacked the latest market trends. They covered what the latest investment headlines and performance trends could mean for your portfolio in the last stretch of 2025.

What we cover:

  • Investing from All-Time Highs. Record-setting markets often make investors more cautious. We explore what history says about investing at peaks, the reality of forward returns, and common behavioral traps to avoid.
  • The Fed’s Next Moves. With the Fed pivoting on policy, we examine how the pace of easing impacts portfolios, the broader economy, and which sectors may benefit.
  • Market Concentration. Mega-cap dominance is driving both returns and risks. We discuss when concentration is a sign of strength versus fragility and how to adjust exposure.

Services are offered through Focus Partners Wealth, LLC (“Focus Partners”), an SEC registered investment adviser with offices throughout the country. Registration with the SEC does not imply a certain level of skill or training and does not imply that the SEC has endorsed or approved the qualifications of Focus Partners or its representatives. Prior to January 2025, Focus Partners was named The Colony Group, LLC. Focus Partners has been part of the Focus Financial Partners partnership since 2011.

©2025 Focus Partners Wealth. All rights reserved.

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Investing

Content Topics

About the Author

Jason Blackwell

Chief Investment Strategist

As the Chief Investment Strategist and a Principal of Focus Partners, Jason is an investment professional with a focus on asset allocation, portfolio construction, and third-party manager selection. In his role, he is an important resource for our clients and wealth advisors, assisting them in developing portfolios designed to support their goals and communicating the firm’s investment strategy. He also serves on the Focus Partners Investment Committee and is a spokesperson for Focus Partners Investment Management.
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