Equity Market Outlook

Published on July 25, 2025

In the Q3 2025 equity market outlook, explore key questions amid tariff-related worries, prospects for European stocks, and the benefits of alternative data.

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Gold and Bitcoin Shining in 2025 as ETFs Drive Diversification

July 25, 2025
Bitcoin and gold share the same year-to-date return, both up 28% through July 16. So far, 2025 has been the year of diversification, thanks to hefty gains in international stocks, a positive (though rocky) return in the bond market, and tailwinds in the alternative asset space.

A Weaker Dollar? It May Be Time to Get Used to It

July 25, 2025
Policy shifts may create an incentive to diversify.