Stretched Dollar, Equities Boost Diversification Case

Published on July 17, 2025

Three themes are worth emphasizing as we reach the midpoint of 2025: tariffs, interest rates, and global diversification. We emphasize these themes even amid recent heightened geopolitical tensions.

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Q2 2025 Commentary and Market Outlook International and Global Growth Equities

July 17, 2025
Global equity markets swung from steep losses to fresh highs during the quarter. In early April, President Trump imposed a baseline 10% tariff and reciprocal tariffs of up to 50% on dozens of trading partners, only to suspend most reciprocal tariffs for 90 days amid market panic.

US Department of Labor launches online resource to increase employment opportunities for 5 million disabled veterans

July 17, 2025
WASHINGTON – The U.S. Department of Labor today announced the launch of the Veterans Accommodations Toolkit, a resource aimed at increasing employment rates and participation in apprenticeship programs for disabled American veterans. Released ahead of National Hire a Veteran Day and the 35th anniversary of the Americans with Disabilities Act, the toolkit supports the Trump Administration’s goals t