Equity Themes for 2H25: Policy and Innovation Drive Profit Potential
After a volatile start to the year, we see opportunities as markets focus on President Trump’s deregulatory agenda, tech’s unrelenting rise, and Europe’s defense surge.
After a volatile start to the year, we see opportunities as markets focus on President Trump’s deregulatory agenda, tech’s unrelenting rise, and Europe’s defense surge.
When the S&P 500 is more like the S&P 50, passive investing may not be the diversified approach you think it is. Here are some simple ways to broaden your exposure and reduce concentration risk.
Fears of economic downturn are heating up amid tariff threats, federal workforce cuts, a potential government shutdown, and declining consumer sentiment. How should investors navigate this rising uncertainty?
With the full impacted of tariffs uncertain, investors are aiming to mitigate risk by focusing on defensive sectors and U.S. small caps.
Mergers and acquisitions were on the rebound even before Trump’s re-election bid, and they’re set to accelerate with the new administration’s softer regulatory stance. This could be a particular benefit to tech, investment banks and small caps.