Webinar Replay – Strategic’s 2025 Mid-Year Outlook and Portfolio Positioning

After a tumultuous start to 2025, we hosted a discussion exploring the outlook for the second half of the year and shared how we plan to navigate markets in the near to medium term. Moderated by Christine Kelleher, the conversation featured panelists Nathalie Cunningham, Makus Krygier, and Jeff Nasser, all members of Strategic’s Office of the CIO, who offered insights into how shifts in policy and macroeconomic conditions are shaping the global economy, creating both uncertainty and opportunity.

Topics included: 

• Uncertainty created by U.S. economic and trade policy decisions, reversals, and retaliation
• Identifying uncorrelated investment opportunities amid volatility
• Managing elevated market volatility and ensuring portfolio liquidity
• Technological disruption as a driver of investment opportunity

Don’t miss this timely and insightful discussion.

 Watch the replay here.