What the Second Half of 2025 Could Mean for Investors with Peter Repetto (Ep. 79)

Markets have been anything but predictable in 2025, yet resilience continues to surprise investors.  In this midyear outlook episode, Robert Curtiss is joined by Peter Repetto, Vice President and Investment Strategist at iCapital, to unpack where the economy stands and where it may be heading next. With deep insights drawn from Peter’s team-wide strategy review, they explore how markets are absorbing trade volatility, policy shifts, and inflation risks and why there’s room for optimism. They also dive into key opportunities across both public and private markets, including middle-market buyouts, infrastructure, and asset-based lending. What to expect in this episode: Why “American exceptionalism” may still hold firm What risks to watch for in the second half of 2025 Where private market opportunities are gaining traction How to approach portfolio allocation in a data-driven, uncertain world And more! Resources: Educational videos (bottom of the page) iCapital Market Pulse: Mid-Year Outlook: Top of mind questions for investors in 2H ’25 Connect with Robert Curtiss: [email protected] (626) 795-2944 About Robert Curtiss  LinkedIn: Robert Curtiss Facebook: Robert Curtiss SEIA LinkedIn: SEIA Connect with Peter Repetto: LinkedIn: Peter Repetto iCapital About Our Guest: Peter is a Vice President and Investment Strategist at iCapital, focusing on developing and delivering research, investment ideas, and thought leadership content for external and internal audiences on behalf of iCapital’s Investment Strategy team. Prior to joining the firm, Peter spent over eight years at Franklin Templeton Investments, where he contributed to their asset allocation strategy and macroeconomic research. Peter holds a BA in Economics from Fairfield University.