Webcast: 2025 Mid-Year Update

Start Date & Time
July 15th, 2025
11:00 am
End Date & Time
July 15th, 2025
11:30 am

Bradford Long

Managing Partner, Chief Investment Officer

Robert Lowry

Principal, Associate Research Director

With volatility resurfacing in April and policy dynamics continuing to evolve, the second half of the year is shaping up to be eventful. We will revisit our 2025 themesFragility, Durability and the Age of Alpha, through the lens of current market conditions and explore what we believe matters most in the second act of the year. Join us for a timely mid-year update on markets, policy and portfolio positioning.