Market Update
Osaic Research
Looking ahead to the second half of the year, continued portfolio diversification remains essential given the potential for changing economic and policy dynamics.
- Exposure to less correlated asset classes can play an important role in helping balance portfolios.
- Strong corporate earnings growth remains a key source of stability in the midst of day-to-day headlines.
Osaic Research | 2025 Market Review
Markets entered 2025 expecting falling inflation and early Fed rate cuts, but tariff uncertainty triggered sharp pullbacks that briefly pushed the S&P 500 into bear‑market territory. Despite this volatility, resilient earnings and stabilizing rate expectations supported a rapid recovery