US Equities: Room to Run, but Selectivity Matters More
Matt Freund, Michael Kassab
July 1, 2025
The first half of 2025 showcased US market resilience with a V-shaped recovery following tariff deferrals. Investors now await clarity on tax policy, trade, and Fed direction to reduce uncertainty and sustain valuations. Our all-cap growth strategy spans themes from the Mag 7 to cybersecurity and AI, maintaining a positive bias while viewing drawdowns as opportunities.
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