Economic and Market Outlooks What’s on Our Minds December 15, 2025 - After the government shutdown disrupted data releases, upcoming economic reports are expected to show the economy continuing its recent pattern of slow but steady growth… Joseph Matus, Principal
Economic and Market Outlooks Video: December 2025 Economic and Market Outlook December 3, 2025 - There’s been recent volatility in the equity markets, reflecting multiple concerns, including a possible AI bubble. But as Partner and Chief Equity Strategist Jim Lebenthal… James Lebenthal, Partner & Chief Equity Strategist
Economic and Market Outlooks Should Investors Fear an AI Bubble? November 20, 2025 - Investment bubbles have formed countless times in the history of financial markets. Their creation is not the primary cause of concern—the manner in which they… James Lebenthal, Partner & Chief Equity Strategist
Economic and Market Outlooks Webinar Recording: Q4 2025 Market & Economic Outlook November 12, 2025 - This year has been a very positive one for the markets, but does the recent gold rally suggest that things are getting frothy? Might concerns… Tom Cohn, James Lebenthal and Amita Schultes
Economic and Market Outlooks Video: November 2025 Economic and Market Outlook November 5, 2025 - This year has been a very positive one for the markets, but does the recent gold rally suggest that things are getting frothy? Might concerns… James Lebenthal, Partner & Chief Equity Strategist
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… James Lebenthal, Partner & Chief Equity Strategist
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… James Lebenthal, Partner & Chief Equity Strategist
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… James Lebenthal, Partner & Chief Equity Strategist
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… James Lebenthal, Partner & Chief Equity Strategist
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. James Lebenthal, Partner & Chief Equity Strategist
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,…
Cerity Partners & Nasdaq Private Market Announce Exclusive Strategic Partnership December 11, 2025 - Cerity Partners is thrilled to announce a new exclusive strategic partnership and investment in Nasdaq Private Market, a leader in secondary liquidity for private companies.…
Economic and Market Outlooks Video: December 2025 Economic and Market Outlook December 3, 2025 - There’s been recent volatility in the equity markets, reflecting multiple concerns, including a possible AI bubble. But as Partner and Chief Equity Strategist Jim Lebenthal…
Individuals and Families Retirement Planning for Single Women: How to Prepare December 11, 2025 - Women already face gender-specific financial planning challenges. These include a longer life expectancy and a pay gap that results in lower salaries and lower lifetime…