Economic and Market Outlooks What’s On Our Minds October 13, 2025 - When building a diversified portfolio, there's a good case to be made for including international stocks. Joseph Matus, Principal
Economic and Market Outlooks Fourth Quarter 2025 Economic and Market Outlook October 9, 2025 - The U.S. economy continues to outperform global peers, supported by resilient growth, strong earnings, and optimism around AI-driven investment, even as tariffs and still-tight monetary… Ben Pace, Partner & Chief Investment Officer
Economic and Market Outlooks Video: October 2025 Economic & Market Outlook October 1, 2025 - “Giddy” isn’t a word we usually associate with Partner and Chief Equity Strategist Jim Lebenthal. However, in this Monthly Outlook, he shares some of the signs…
Economic and Market Outlooks Video: September 2025 Economic & Market Outlook September 5, 2025 - The numbers for this month indicate that above-average economic growth and below-average unemployment may continue. However, there might still be cause for concern: Hear why…
Economic and Market Outlooks Video: August 2025 Economic & Market Outlook August 1, 2025 - We’ve reached the second half of 2025. Will the drama that attended the first half of the year be worth it? Here’s why Jim Lebenthal…
Economic and Market Outlooks Webinar Recording: Q3 2025 Market & Economic Outlook July 23, 2025 - Our Investment Office breaks down the ripple effects of the One Big, Beautiful Bill Act and recent tariff hikes. Get answers to key questions about…
Economic and Market Outlooks Video: July 2025 Economic & Market Outlook July 1, 2025 - The financial markets seem to be sending us a message about presidential policies and the “Big, Beautiful Bill.” Jim Lebenthal explores what they might be…
Economic and Market Outlooks Video: June 2025 Economic & Market Outlook June 2, 2025 - Markets have rebounded, and recession risks have eased—Jim Lebenthal weighs in on what investors should watch in this market outlook.
Economic and Market Outlooks On-Demand Webinar: Recession Risks, Tariffs, and Where Opportunity Remains April 29, 2025 - Apollo Global Management Partner and Chief Economist Torsten Slok joins Jim Lebenthal to discuss the economy, tariffs, and where there may still be opportunity in today’s market. James Lebenthal, Partner & Chief Equity Strategist
Economic and Market Outlooks Is It Time to Panic? (Spoiler Alert: No, It Is Not) April 3, 2025 - Tariffs and policy uncertainty have spooked investors, but good outcomes for the markets and economy are more probable than you might think. James Lebenthal, Partner & Chief Equity Strategist
Economic and Market Outlooks On Recent Market Volatility: Recession, Tariffs, and DOGE: Where Is the U.S. Headed? March 14, 2025 - You're not alone if you’re concerned about the economy and your finances. News site headlines and chyrons scrolling across cable TV channels probably aren’t helping,…
Economic and Market Outlooks On Recent Market Volatility: It’s a Supertanker, Not a Jet-Ski March 4, 2025 - Recent market volatility has raised fears of an economic slowdown, but history suggests that the U.S. economy is more like a supertanker than a jet… James Lebenthal, Partner & Chief Equity Strategist
Economic and Market Outlooks Trump 2.0: The Only Certain Thing Is Uncertainty February 6, 2025 - The first two weeks of President Trump’s second term have set the stage for an unpredictable four years. With sweeping executive actions, policy reversals, and… James Lebenthal, Partner & Chief Equity Strategist
Economic and Market Outlooks Five Questions on Our Minds for 2025 January 7, 2025 - After turning the page on an action-packed 2024, here are five questions on our minds as we ponder the potential paths forward for 2025. These… Joseph Matus, Principal
Economic and Market Outlooks Reshoring for Resilience: Building Strength, Stability, and Prosperity in a Multipolar World May 30, 2023 - In an increasingly multipolar world, reshoring has emerged as a vital strategy for businesses seeking to fortify their operations against disruptions and capitalize on localized… Joseph Matus, Principal
Economic and Market Outlooks Fourth Quarter 2025 Economic and Market Outlook October 9, 2025 - The U.S. economy continues to outperform global peers, supported by resilient growth, strong earnings, and optimism around AI-driven investment, even as tariffs and still-tight monetary…
Incentive Stock Options Turning Equity Compensation into a Strategic Asset October 16, 2025 - Equity awards have become increasingly popular among employers, as they can enhance employee retention, motivate performance, and be tied to metrics that align with broader…
Individuals and Families How High-Net-Worth Families Pay for College October 6, 2025 - High-net-worth families can often afford college outright, but thoughtful planning turns tuition into a strategic opportunity. From 529 plans and trusts to insurance and gifting…
