Spring 2025 Market Update | Quarterly Portfolio and Economic Commentary

After a strong start to the year, markets reversed course in Q1, with major indices posting their weakest quarterly returns since 2022.

Behind the headlines: cooling economic data, rising inflation expectations, and renewed uncertainty around trade and policy heading into Q2.

What’s driving the disconnect between hard data and soft sentiment? How will proposed tariffs, shifting Fed policy, and global volatility shape the path forward for the economy?

Our Spring 2025 Update webinar was recorded on April 23, 2025.

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