Get clear, timely insights to your most frequently asked questions in our Q2 Market Outlook Webinar. Use the following timestamps to easily navigate topics of interest.
Brief Q1 Recap
0:52 - Equities and the Economy
3:13 - Fixed Income
What Happened in Early April?
5:13 - The Conclusion
5:41 - Market Indicators from the Fixed Income Market
7:36 - [Charts] Putting Tariff Volatility into Perspective
Tariffs
9:59 - Recap of the Tariff Landscape before Liberation Day
11:05 - Trade Policy and How We Got Here
12:01 - Trade Deficits and Surpluses (with Examples)
13:22 - Market Expectations vs. Actual Outcome
14:14 - Takeaways: The Good and the Bad
The Impact of Tariffs on Inflation and the Fed
14:57 - Transitory? Reviewing Short- and Long-Term Expectations
16:37 - What Is the Fed Thinking?
Fidelis Capital’s Portfolio Positioning
17:40 - How to Take Advantage of Volatility
18:16 - Private Markets
21:17 - Fixed Income
23:38 - Equities
24:48 - [Link] The Planning Committee’s Nine Strategies to Maximize Planning Benefits During Market Downturns
25:09 - Final Thoughts
