Quarterly Recap Q2 2025: Business as Usual

Published on July 25, 2025

While the market has successfully looked through concerns over tariffs, it is important to note that this is still a dynamic situation.

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Gold and Bitcoin Shining in 2025 as ETFs Drive Diversification

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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.