Market Commentaries | July 16, 2025
Q3 2025 Investment Outlook & Portfolio Strategy
Read our latest quarterly Investment Outlook and Portfolio Strategy document, providing a financial market recap for Q2 and our outlook for the next 12-18 months.
Downside risks to economic growth are looming large as uncertainty stemming from President Trump’s aggressive and erratic trade policies upend global activity – though tariff-induced inflation limits the ability of central banks to come to the rescue.
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In August, investors welcomed a dovish-leaning message from Federal Reserve Chair Powel at his Jackson Hole appearance – where he pivoted his focus towards downward risks to the labor market versus upside risks to inflation.
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Global Asset Allocation Team Market Update – August 2025
In July, a series of trade agreements between the United States and major trading partners were met with an optimistic response from investors.