Videos

Market Review and Outlook

How much longer can the U.S. consumer hang on? Is there an AI bubble forming? In this video, Brian Pollak, Partner and Portfolio Manager, aims to answer these pressing questions and more. For our latest Market Review and Outlook in full, click here.

Key Questions:

  1. Why has geopolitical turmoil not impacted markets? Will it?
  2. What about U.S. fiscal and monetary policy and debt?
  3. Was 2025 the beginning of the end of U.S. market dominance?
  4. How are we allocating assets?

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