Summer Investment Outlook 2025

Описание: 📈 When Headlines Trump Fundamentals | Argent Capital’s Summer 2025 Investment Outlook

In today’s market, headlines dominate the narrative: tariffs, interest rate swings, and global uncertainty. But what’s really driving long-term returns?

In this video, Argent Capital’s team of experts cuts through the noise to refocus on what matters most: fundamentals.

What you’ll learn:
Why fundamentals still matter in a headline-driven market
Key historical lessons from past market overreactions
How Argent is positioning portfolios in 2025
Real-world stock examples: Amazon, Booz Allen, Progressive
How AI and innovation are shaping investor opportunity
Why we remain cautiously optimistic for the second half of 2025


00:00 - Introduction - Logan Finerty, President
05:39 - Market Sentiment vs. Reality - Steve Finerty, Chairman & CEO
10:42 - Lessons from History - Ken Crawford, Portfolio Manager Emeritus
18:16 - Policy, Trade & Macro Overview - Ward Brown, Director of Portfolio Engagement
36:53 - Portfolio Positioning, Stock Highlights, and the Impact of AI - Jed Ellerbroek, Large Cap Portfolio Manager
49:00 - Performance Recap, Argent News, and Closing Remarks - Logan Finerty

Watch now to gain clarity, context, and perspective from Argent’s seasoned investment team.

🔔 Subscribe for more insights:    / @argentcapitalmanagement  
🌐 Learn more at: https://www.argentcapital.com

#InvestmentOutlook #MarketUpdate #Tariffs #AIInvesting #ArgentCapital #EquityMarkets #PortfolioStrategy