Q2 2025 Market Update: How We’re Navigating Volatility and Positioning for What’s Next

In our July Market Update webinar, Kerr’s investment leaders break down what happened in Q2 and how we’re adjusting portfolio strategy for the second half of 2025.

In less than an hour, Krista Kerr, CFA, and Frank Settino, CFA, walk through:

• What drove the sharp rebound after April’s selloff

• Why U.S. tariffs and shifting rate expectations matter for investors

• How we’re using alternatives to manage volatility and find opportunity

They also explore:

• What sectors are gaining momentum

• How we think about risk, liquidity, and positioning in today’s environment

If you’re wondering how to make sense of the headlines. or how your portfolio fits into the bigger picture, this is a great place to start.

🎥 Watch the full webinar replay → here 

Want to know more about who’s behind our investment strategy?
Meet the team  and see how we approach managing wealth in an uncertain world.

And if you haven’t yet, read our full Q2 Economic Overview for deeper macro insights.