The third quarter of 2025 has brought a mix of challenges and opportunities for investors and businesses alike. As we reflect on the year’s progress, our CIO, Andy Micheal, CFA, provides an analysis of the key trends shaping the financial landscape.
We explore the performance of the 2-2-4 economy, a framework defined by steady GDP growth, controlled inflation, and a strong labor market. We also examine broader market dynamics, from the S&P 500’s year-to-date performance to the growing appeal of international equities.
Additionally, we highlight emerging opportunities, such as the rapid adoption of AI, and address potential risks, including trade tensions and valuation pressures.
If you or someone you know have questions about the current investing landscape, please contact us today at 615-370-1253.
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