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Market Outlook 2025

July 25, 2025

Special Report: 2025 Market Outlook: Midyear Update

A volatile first half driven by geopolitical drama, Middle East conflict, surprises tariffs and policy changes tested investor willingness to stay the course.  Markets appeared calm midway through 2025, but under the surface was a turbulent first half marked by a series of shocks that jolted … Read more about Special Report: 2025 Market Outlook: Midyear Update

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Opinions expressed are those of The Prudent Speculator team as of the date published and do not necessarily reflect the views, strategies, or investment decisions of Focus Partners Wealth. Since inception, the newsletter has been managed at AFAM Capital, Inc. (until 11/01/2018), Kovitz Investment Group Partners, LLC (until 12/31/2025), and Focus Partners Wealth, LLC (current). Services are offered through Focus Partners Wealth, LLC (“Focus”), an SEC registered investment adviser with offices throughout the country. Registration with the SEC does not imply a certain level of skill or training and does not imply that the SEC has endorsed or approved the qualifications of Focus or its representatives.

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