Financial Insights
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Market Commentary: July 2025 Recap
Going, Going, GoneLuke Combs Like the changing of the seasons /Good things, they come and then they go The end of July...
2025 Mid-Year Roundtable Summary
[Video] Q2 2025 Economic and Market Commentary
Q2 2025 was shaped by the “Tariff Two-Step”—a swift policy reversal that triggered both a market drop and a quick...

Market Commentary: Mid‑Year Market Check‑In
There were many “good vibrations” for investors in June and the second half of Q2 2025. Stocks were up across all major US market segments, non-US stocks continued to deliver positive results, and bonds added value. The familiar refrain of big cap growth and technology stocks resonated with investors who showed renewed confidence in the US equity markets after a painful end to Q1 2025.
HUB Insights
Market Commentary
Market Commentary: July 2025 Recap
Going, Going, GoneLuke Combs Like the changing of the seasons /Good things, they come and then they go The end of July...
2025 Mid-Year Roundtable Summary
[Video] Q2 2025 Economic and Market Commentary
Q2 2025 was shaped by the “Tariff Two-Step”—a swift policy reversal that triggered both a market drop and a quick...

Market Commentary: Mid‑Year Market Check‑In
There were many “good vibrations” for investors in June and the second half of Q2 2025. Stocks were up across all major US market segments, non-US stocks continued to deliver positive results, and bonds added value. The familiar refrain of big cap growth and technology stocks resonated with investors who showed renewed confidence in the US equity markets after a painful end to Q1 2025.