Get clear, timely insights to your most frequently asked questions in our Q3 Market Outlook Webinar. Use the following timestamps to easily navigate topics of interest.
Q2 Recap
1:10 - Equities & Liberation Day
3:38 - Fixed Income: Bond Market Volatility & Increased Supply
7:30 - Economy: Hard vs. Soft Data & The Latest on Tariffs
The State of Inflation & Fed Expectations
12:41 - What the Data Says About Inflation
14:51 - What Will the Fed Do Next?
The Case for Private Equity
17:00 - Looking at the Past 15 Years
18:12 - The Drop in Publicly Traded Companies
19:19 - The Top 5 PE Characteristics Worth Considering
20:10 - Opportunity Set
20:53 - Historical Performance
21:22 - Volatility
23:09 - Relative Value
23:56 - More Access Than Ever Before
Fidelis Capital’s Portfolio Positioning
24:45 - Overview
25:12 - Fixed Income
27:24 - The Future of Money Market Funds
28:13 - Final Thoughts
