WEBINAR: 3Q 2025 Market Outlook
In this quarter’s webinar, Chief Investment Officer David Romhilt reviews key drivers of the third quarter, including the Fed’s first rate cut since December, softening labor data, and Oracle’s entrance into the expanding AI ecosystem.
As market conditions evolve, David highlights areas investors should be watching closely such as rising speculation, the flood of new ETFs (some with structural flaws), and ongoing uncertainty around crypto. He also explains why corporate credit does not have an attractive risk/reward role in investors' portfolios.
Key outlook takeaways:
Small-cap equities may be at an inflection point and could benefit from lower interest rates to renew earnings growth
Japanese markets offer long-term value after decades of deflation have led to compelling valuations, despite limited investor attention
Market speculation is a growing concern and could drive volatility, even in the absence of clear economic stress