Jay Borelli

The first half of 2025 provided plenty of twists and turns for investors. With the second half of the year likely to bring its own share of uncertainties, we highlight three key themes and corresponding portfolio opportunities to help investors navigate the second half: https://bit.ly/4ljI5Su

With both policymakers and markets likely to remain in wait-and-see mode through the summer, we explore five key questions that could shape the second half of 2025: https://bit.ly/44fi6UW

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