Growth Equity Portfolio Second Quarter Review June 30, 2025

Published on July 7, 2025

This quarter might best be described as the “Big Beautiful Bounce”. Or the BBB. History has proven time and time again that markets do come back – but this was a historically quick market turnaround.

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Quantstreet July 2025 Letter: Geopolitics and Markets

July 7, 2025
After a tumultuous few months, June of 2025 saw a strong rally which took global markets to (or close to) new highs. The rally was broad-based, with international and U.S. markets all up strongly.

Need Income? Europe’s Commercial Real Estate Debt is Worth a Look

July 7, 2025
Investors looking for cash flow from commercial real estate may want to check out the debt side.