The first half of 2025 has been full of twists and turns: ever-changing trade tariff policies, growing concerns over AI competition with China, contradictory efforts to manage the budget deficit just to name a few.
The market volatility caused by the uncertainty has been unsettling for investors. It has kept all of us on our toes, reminding us of the importance of diversification in an investment portfolio. The market condition also presented unique opportunities.

For this webcast, our Chief Investment Officer, Matt Shibata, provides valuable insights into the current economic landscape, key market trends, and expectations for the remainder of the year.