{"id":12227,"date":"2025-07-24T17:50:42","date_gmt":"2025-07-24T21:50:42","guid":{"rendered":"https:\/\/kerrfinancial.ca\/blog\/non-classifiee\/q2-2025-market-update\/"},"modified":"2025-08-14T13:47:07","modified_gmt":"2025-08-14T17:47:07","slug":"q2-2025-market-update","status":"publish","type":"post","link":"https:\/\/kerrfinancial.ca\/fr\/blog\/gestion-de-patrimoine-familial-kerr\/q2-2025-market-update\/","title":{"rendered":"Q2 2025 Market Update | Portfolio Positioning, Volatility &#038; Opportunities"},"content":{"rendered":"<h1 data-start=\"509\" data-end=\"585\">Q2 2025 Market Update: How We\u2019re Navigating Volatility and Positioning for What\u2019s Next<\/h1>\n<p data-start=\"666\" data-end=\"829\">In our July Market Update webinar, Kerr\u2019s investment leaders break down what happened in Q2 and how we\u2019re adjusting portfolio strategy for the second half of 2025.<\/p>\n<p data-start=\"831\" data-end=\"906\">In less than an hour, <a href=\"https:\/\/kerrfinancial.ca\/fr\/portfolio-items\/kristina-krista-l-kerr\/\">Krista Kerr, CFA<\/a>, and <a href=\"https:\/\/kerrfinancial.ca\/fr\/portfolio-items\/franco-frank-settino\/\">Frank Settino, CFA,<\/a> walk through:<\/p>\n<ul data-start=\"907\" data-end=\"1103\">\n<li data-start=\"907\" data-end=\"959\">\n<p data-start=\"909\" data-end=\"959\">What drove the sharp rebound after April\u2019s selloff<\/p>\n<\/li>\n<li data-start=\"960\" data-end=\"1030\">\n<p data-start=\"962\" data-end=\"1030\">Why U.S. tariffs and shifting rate expectations matter for investors<\/p>\n<\/li>\n<li data-start=\"1031\" data-end=\"1103\">\n<p data-start=\"1033\" data-end=\"1103\">How we\u2019re using alternatives to manage volatility and find opportunity<\/p>\n<\/li>\n<\/ul>\n<p data-start=\"1105\" data-end=\"1123\">They also explore:<\/p>\n<ul data-start=\"1124\" data-end=\"1272\">\n<li data-start=\"1124\" data-end=\"1195\">\n<p data-start=\"1126\" data-end=\"1195\">What sectors are gaining momentum<\/p>\n<\/li>\n<li data-start=\"1196\" data-end=\"1272\">\n<p data-start=\"1198\" data-end=\"1272\">How we think about risk, liquidity, and positioning in today\u2019s environment<\/p>\n<\/li>\n<\/ul>\n<p data-start=\"1274\" data-end=\"1419\"><strong data-start=\"1274\" data-end=\"1419\">If you\u2019re wondering how to make sense of the headlines. or how your portfolio fits into the bigger picture, this is a great place to start.<\/strong><\/p>\n<p data-start=\"1421\" data-end=\"1471\">\ud83c\udfa5 <em data-start=\"1424\" data-end=\"1455\">Watch the full webinar replay<\/em> \u2192 <a href=\"https:\/\/youtu.be\/7xtGtPAfonc?si=9wpSWfINXDz5unPphttps:\/\/youtu.be\/7xtGtPAfonc?si=9wpSWfINXDz5unPp\">here\u00a0<\/a><\/p>\n<p data-start=\"1473\" data-end=\"1643\">Want to know more about who\u2019s behind our investment strategy?<br data-start=\"1534\" data-end=\"1537\" \/>Meet <a href=\"https:\/\/kerrfinancial.ca\/fr\/a-notre-propos\/lequipe-kerr\/\">the team<\/a> \u00a0and see how we approach managing wealth in an uncertain world.<\/p>\n<p data-start=\"1645\" data-end=\"1735\">And if you haven\u2019t yet, read our full <a class=\"\" href=\"https:\/\/kerrfinancial.ca\/fr\/blog\/kerr-market-summaries-fr\/q2-2025-quarterly-review\/\" rel=\"noopener\" data-start=\"1683\" data-end=\"1708\">Q2 Economic Overview<\/a> for deeper macro insights.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Q2 2025 Market Update: How We\u2019re Navigating Volatility and Positioning  [&#8230;]<\/p>\n","protected":false},"author":22,"featured_media":12221,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[106,817,108,107],"tags":[],"class_list":["post-12227","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-gestion-de-patrimoine-familial-kerr","category-gestion-de-portefeuille","category-kerr-integre","category-principes-de-base-du-kerr"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Q2 2025 Market Update | Portfolio Positioning, Volatility &amp; Opportunities - Kerr Financial<\/title>\n<meta name=\"description\" content=\"Get insights from our Q2 2025 Market Update. See how Kerr Financial is navigating volatility and positioning portfolios for what\u2019s next.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/kerrfinancial.ca\/fr\/blog\/gestion-de-patrimoine-familial-kerr\/q2-2025-market-update\/\" \/>\n<meta property=\"og:locale\" content=\"fr_FR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Q2 2025 Market Update | Portfolio Positioning, Volatility &amp; Opportunities - Kerr Financial\" \/>\n<meta property=\"og:description\" content=\"Get insights from our Q2 2025 Market Update. 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