Summer 2025 Market Update | Quarterly Portfolio and Economic Commentary

After a rocky spring marked by sharp pullbacks and negative sentiment, equity markets staged an impressive rebound to close out the first half of 2025. Still, concerns around tariffs, inflation expectations, and central bank policy continue to stir uncertainty heading into Q3.Tune in to our Summer 2025 Market Update Webinar as we examine the key catalysts behind this year’s market swings, assess the current landscape and discuss how disciplined, long-term strategies can help investors navigate an unpredictable environment.Will the recent rally hold - and how should investors position for the road ahead?Originally recorded live on the last week of July, 2025.Timestamps:Introduction: 00:00One Big Beautiful Bill and US Debt: 02:09Largest Holders of US Debt: 09:46YTD Asset Class Returns: 13:11US vs. International Outperformance: 17:53Return Perspectives: 26:09Humans vs AI - Productivity Gains: 36:59Q&A and Wrap Up: 46:26Nothing contained in this presentation should be construed as personalized advice, or solicitation to buy or sell any securities.  Past performance may not be indicative of future results.  Different types of investments involve varying degrees of risk.  There can be no assurance that the future performance of any specific investment or non-investment related content in this Podcast will be profitable or suitable for your individual situation.  Due to changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions.  The opinions expressed in this podcast are those of the participants and may not reflect those of the firm.  To the extent you have any questions regarding the applicability of anything discussed to your individual situation, you are encouraged to consult with the professional advisor of your choosing.  The firm is neither a law firm, nor a certified public accounting firm, and no portion of this content should be construed as legal or accounting advice.