As we wrap up the third quarter of 2025, the extreme policy uncertainty that defined the first half of the year has given way to a more manageable investment environment. Strong performance across all major asset classes has powered impressive year-to-date returns, with international and emerging markets significantly outperforming U.S. equities. While challenges remain—from Fed policy decisions to labor market softening—corporate fundamentals stay robust and our tactical positioning looks to navigate these mixed signals effectively. Dive into our complete Q3 analysis to understand how we're positioning portfolios for the opportunities ahead.
