Fiscal Spending May Provide Tailwinds for Risk Assets

Published on July 22, 2025

As we move into the second half of 2025, it is an opportune moment to reassess our market outlook and provide updated insights for investors.

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Midyear Tax Outlook: Clarity on the Tax Code Highlights the Benefits of Active Tax Management

July 22, 2025
Congressional Republicans delivered the much anticipated One Big, Beautiful Bill Act (OBBBA) to President Trump’s desk just in time for a symbolic July 4 signing.

Sector Views: Monthly Stock Sector Outlook

July 22, 2025
We continue to maintain a Marketperform rating on all sectors, a position we adopted in April after the White House unveiled a policy of steep but fluctuating global tariffs.