Based on market data dating back to 1900, it was the fastest recovery to a new record high following a decline of 20% or more from the prior peak (The Wall Street Journal).
In this mid-year investment update, we reflect on a highly eventful first half of 2025 and share our current outlook for the remainder of the year.
Click below to read our outlook based on the latest economic and financial markets data.
Download our Summer Market Outlook
Disclosures: This material is provided for informational and educational purposes only and is not intended as investment advice, an offer, or a solicitation to buy or sell any security, financial product, or instrument. Nothing in this document should be interpreted as personalized investment, tax, legal, or accounting advice. You should consult your own professional advisors for guidance tailored to your individual situation. The views and opinions expressed herein are those of Howe & Rusling, Inc. as of the date of publication and are subject to change at any time without notice due to changes in market or economic conditions. Statements regarding current conditions, trends, or expectations are based on available information and reasonable assumptions but may be subject to revision. Certain statements contained herein are forward-looking in nature and involve known and unknown risks, uncertainties, and other factors that may cause actual results to differ materially from those projected. Words such as “believe,” “expect,” “anticipate,” “could,” “may,” “likely,” or similar expressions are intended to identify forward-looking statements. There is no guarantee that the views expressed will be realized or that any trends or forecasts will occur. References to specific securities, sectors, asset classes, or investment strategies are for illustrative purposes only and do not constitute an offer or recommendation to buy or sell any investment. Any index referenced is unmanaged and not available for direct investment. Index performance does not reflect the deduction of management fees, transaction costs, or other expenses. Past performance is not indicative of future results. All data and information presented are based on sources believed to be reliable and accurate as of the date shown, including Bloomberg, the U.S. Bureau of Labor Statistics, FactSet, J.P. Morgan Asset Management, Standard & Poor’s, and other third-party sources. Howe & Rusling makes no warranties as to the accuracy, completeness, or reliability of such information. Data may be subject to change and revision. Investing involves risk, including the risk of loss of principal. No investment strategy, including diversification and asset allocation, can guarantee a profit or protect against loss in any market environment. Howe & Rusling, Inc. is an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or training.
