2025 Mid-Year Market Update: Tariffs, Financial Markets, and the Economy

Join the Anchor Bay Capital investment team for our 2025 mid-year market update as we break down the key forces shaping the global economy and financial markets. In this webinar, we cover:

  • Market performance YTD across major equity and fixed income indices
  • Fed’s monetary policy outlook, inflation trends, and employment data
  • Tariff updates and their impact on trade and economic momentum
  • Anchor Bay Capital’s current portfolio positioning and sector-level opportunities
  • How we’re using the yield curve to guide fixed income strategy
  • Real examples of standout stock selection from our investment team

Whether you’re an investor looking to better understand today’s market dynamics or a client seeking insight into how we’re positioning portfolios, this session offers clear, actionable takeaways.