2025 Mid-Year Outlook Webinar

We shared our 2025 mid-year outlook report on Tuesday, July 29, 2025.

Bottom line: Equity markets and the global economy are on solid footing. While we expect near-term choppiness, we expect the bull market to last well into 2026 before showing more risks.

In our report, we discuss the current state of the market and analyze four major potential changes happening now:

1. Interest Rate Cycle Change:

   1. Moving from a declining interest rate environment over the past 40 years into a new rising rate environment, likely for the next 10-20 years.

2. Artificial Intelligence (AI) Productivity Change:

   1. AI has the potential to dramatically improve productivity across industries, and we are already seeing data (shared in our presentation) that shows cost reductions and revenue increases directly due to AI implementation.

3. US Stocks vs International Stocks:

   1. US stocks have dominated international stocks from a performance perspective sine 2007. Will that change?

4. Political Changes:

   1. There is plenty of smoke in Washington with regards to corruption and theft by prominent politicians.

   2. Be open to major developments and keep an objective viewpoint.

Download the presentation slides below:

Invest wisely!