
Stocks set new highs, despite concerns
Market volatility continues, and we anticipate growth to slow.
Market volatility continues, and we anticipate growth to slow.
08/07/2025
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Seeks a high level of current income that is consistent with the preservation of capital.
Seeks a high level of current income consistent with stability of principal.
Seeks a high level of current income and, secondarily, total return and long-term capital growth.
Seeks high current income while preserving principal and, secondarily, to obtain long-term growth of capital in order to maintain investors’ purchasing power.
Seeks a high level of current income that is consistent with the preservation of capital.
Seeks a high level of current income consistent with stability of principal.
Seeks a high level of current income and, secondarily, total return and long-term capital growth.
Seeks high current income while preserving principal and, secondarily, to obtain long-term growth of capital in order to maintain investors’ purchasing power.
INSIGHTFUL OVERVIEW
Markets struggled in the first half of 2025 with volatility going both directions. We highlight our expectations for the rest of the year and how different sectors will be affected.
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