Hamilton Capital

The latest edition of our Capital Markets Review video series for Q4, 2025 is now LIVE and available to view below.

Contained in this edition:

-A recap of how portfolios navigated a complex year, and fourth quarter, marked by geopolitical events and elevated uncertainty.
-Evolving trends in th e economic backdrop, including labor market conditions, inflation pressures, valuations, and government spending.
-Where we’re identifying opportunities even as valuations remain elevated and the interest rate environment continues to evolve.
We hope you find the video to be informative, and we welcome your thoughts.

To learn more about how Hamilton Capital strategically protects and compounds wealth, visit hamiltoncapital.com, or call 614-273-1000 to speak to an advisor.

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The latest edition of the ‘Capital Markets Review’ for Q2, 2025 is now available!

Click the link below to watch our expert market commentary featuring Hamilton Capital's Investment Management Director, Patrick Huang, CAIA.

In this video update, we will share…
· A quick recap of what we saw in the financial markets during the previous quarter.
· Current market expectations and how they are evolving.
· Where we’re seeing expanding opportunities, even against a mixed macroeconomic backdrop.

We look forward to hearing your thoughts.

https://eng2e.seismic.com/i/9frsraWPLUSSIGNOpPLUSSIGNVTUynh3LPLUSSIGNSWmdHB6wDGJl34pJNNBz8pWpyrbnCOatPLUSSIGNjRA0lCO6BhfxZmKN7RgsUusfyo82dMNn0MjsyEmPLUSSIGNgY3IG0Ost___rYt42ZiW9m24jfRzCPCCS9D1wFBEW9pGPLUSSIGNk1EYpei7jMwhQ5n9rbeSXHFDBDR9c4THxBQEQUALSIGN?noTrack=true&initialDoc=967f251b-9a10-4ff6-bddc-80fb80d1e15d&format=MP4

For the last twenty-seven years, we’ve shared our thoughts on the financial markets in a quarterly printed publication titled the ‘Capital Markets Review’.

Last quarter, you were introduced to the new, digital video version of the CMR, featuring our Investment Management Director, Patrick Huang, CAIA.

Today, we are proud to bring you the latest edition of the Capital Markets Review for the Second Quarter of 2025.

In this new edition, we will be discussing…
· What we saw in the financial markets during the first quarter of 2025.
· Current market expectations and how they are evolving.
· How we are positioning portfolios as we’ve moved from Q1 to Q2.

As always, we welcome any feedback you may have, and we hope you find the latest update of our new CMR format convenient and informative.

Capital Markets Review - Q2 2025 - Hamilton Capital Capital Markets Review Second Quarter 2025 Welcome to our Capital Markets Review for Second Quarter 2025. Contained in this edition: · A quick recap of what we saw in the financial markets during the first quarter. · Current market expectations and how they are evolving. · How we are positi.....

Hamilton Capital is proud to announce that we are officially extending our sponsorship with newly turned Professional Golfer, Maxwell Moldovan.

Having recently graduated from The Ohio State University, Maxwell has already started his pro career off with a bang after being selected to play in the Memorial Tournament as a marker on Thursday & Friday last week before qualifying as an alternate this week, earning the opportunity compete in the U.S. Open for a third straight year.

Pinehurst No. 2 in North Carolina will be the home of the 124th U.S. Golf Championship where Maxwell will be proudly wearing the Hamilton Capital logo as he competes.

His U.S. Open tee times this week are as follows:

- Thursday, June 13th at 2:31pm

- Friday, June 14th at 8:46am

Be sure to tune in or watch the leaderboard to cheer him on!

If you’d like to read more about Maxwell, check out this recent article by Golfweek.

After turning pro Monday, Max Moldovan enjoys stress-free Thursday as non-competing marker at 2024 Memorial Tournament “Not really any nerves, because it didn’t really matter what I shot,” he said.