August 6, 2025

Positioning for Fed Rate Cuts – Tactical Allocations

Tactical Positions for Fed Rate Cuts Introduction Signs of economic slowing and a softer labor market are starting to shift the market yield outlook after a prolonged period of high interest rates. Falling rates tend to favor growth stocks, bonds, gold, real estate, and infrastructure development projects. Portfolio rebalancing toward […]
August 2, 2025

July 2025 Returns and Asset Performance

Major Asset Classes July 2025 Performance Comparison Introduction July returns for the S&P 500 index (+2.2%) maintained upward momentum for the third month in a row despite ongoing tariff tensions and economic uncertainty. A key driver was second quarter earnings which grew 10.3% on an annual basis versus pre-report estimates […]