2025 has delivered no shortage of market drama—from sweeping tariffs and geopolitical tensions to AI volatility and record-breaking rebounds. In this mid-year update, the Ballast team breaks down the year’s first-half market moves, examines economic headwinds and tailwinds, and looks ahead to what may shape investor portfolios in the second half.
Hear from:
• Brian Barton, Chief Investment Officer
• Andy Reynolds, Partner & COO
• Cameron Hamilton, Partner & Director of Financial Planning
• Hosted by John Boardman, Founder & CEO
Topics covered:
– Tariffs & market resilience
– U.S. exceptionalism: still alive?
– The AI trade: bubble or beginning?
– Fed policy & interest rates
– Consumer credit and the debt dilemma
– Long-term implications of innovation & inflation
Whether you’re a seasoned investor or just market-curious, this is your chance to hear directly from the experts and gain insight into what lies ahead.
Check out our monthly webinar schedule here: https://ballastplan.com/connect/
