Webinars

Markets rebounded strongly in 2025 after a rocky start, with equities, bonds, and gold all delivering solid gains, driven by resilient earnings, easing inflation, and investor risk appetite. While risks such as tariff uncertainty, labor market softening, and market concentration remain, HCM’s base-case outlook calls for a “soft landing” with steady growth, gradual Fed rate cuts, and continued, though potentially choppier, positive returns into year-end.

HCM's Vice President Casey Boland, Senior Investment Strategist Doug Johnson, CFA, and Investment Strategist Dan Rinck addressed recent geopolitical developments, market reactions, portfolio adjustments, and broader macroeconomic concerns, with a particular focus on the Israel-Iran conflict, U.S. market behavior, and HCM’s strategic responses.

Doug Johnson, CFA and Dan Rinck, research analyst, discuss GDP growth, Employment, and Earnings Updates, Market Recovery Post-Tariff Shock, and Historical Perspective

Our Senior Investment Strategist, Doug Johnson CFA, Wealth Advisor & Vice President, Casey Boland, and Research Analyst, Dan Rinck, provide an update on market activity since Friday. They discuss volatility, risk analysis, and put the current events in historical context.

Doug Johnson CFA, Senior Investment Strategist, and Dan Rinck, discuss the recent announcement of tariffs, how the markets have responded, and HCM's plans to manage the ramifications of these events.

March 2025 Market Update covers: The Recent Growth Scare, Seasonality & Sentiment in Market Returns, and Tariff Updates.