Economic and Market Outlooks Third Quarter 2025 Economic and Market Outlook July 8, 2025 - Global economic growth is modest, with the United States rebounding from a tariff-driven slowdown and central banks around the world cautiously balancing inflation and growth… Ben Pace, Partner & Chief Investment Officer
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 What’s On Our Minds This Week June 30, 2025 - Despite sharp volatility and trade policy uncertainty in the first half of 2025, markets are flexing a newfound optimism about the path forward. Joseph Matus, Principal
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 Webinar Recording: Q2 2025 Market & Economic Outlook May 16, 2025 - Watch our Investment Office’s timely assessment of recent market volatility and economic uncertainty. This quarter’s market update assesses the economic landscape before and after the…
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 First Quarter 2025 Review and Outlook April 7, 2025 - In the first quarter of 2025, global markets were marked by uncertainty due to President Trump’s protectionist tariffs, which led to a significant correction in… Ben Pace and Joseph Matus
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
Incentive Stock Options Incentive Stock Options and the Alternative Minimum Tax Catch-22 July 8, 2025 - Here’s why AMT can be problematic: If you exercise enough incentive stock options and continue to hold the stock from the options you exercised, you…
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…
Cross-Border Planning Portugal for U.S. Expats July 2, 2025 - This Insight examines the key considerations for U.S. expats considering a move to Portugal, whether as full-time retirees, part-time residents, digital nomads, or investors seeking…
