With a couple key contributors to our weekly Investment Insights on much-needed vacations this week, we are using today’s edition to highlight the library of recently released commentary from the Investment and Planning Committees.
If you haven’t had a chance to watch or review yet, we encourage you to do so in lieu of reading our usual Insights snapshot. We hope everyone is enjoying their summer, and we look forward to resuming the publication next week.
Q3 Market Outlook Webinar
Hard versus soft economic data, the case for private equity, the state of inflation, and more. Get clear, timely insights to your most frequently asked questions and see how current market conditions could shape your investment strategy moving forward. Timestamps are available to quickly find your topics of interest. Stream the webinar now: https://www.fideliscapital.com/article/648097_q3_market_outlook_webinar
One Big Beautiful Bill Act (OBBBA) Webinar
How does the One Big Beautiful Bill Act impact wealth planning strategies for high-net-worth families? Learn more from our 140+ collective years of experience in the estate & wealth planning arena.From exemptions and exclusions to SALT and charitable contributions, members of the Planning Committee review was has (and hasn’t) changed and how we are working with clients to make the most of the legislation. Stream the webinar now: https://www.fideliscapital.com/article/how_the_one_big_beautiful_bill_act_impacts_wealth_planning_strategies_for_high-net-worth_families
July Monthly Market Recap
Every month, our Investment Committee distills the most important information you should know about the month that was. We compile a summary and key takeaways, asset class performance at a glance, and overviews of the macroeconomy, U.S. equities, fixed income and real assets sectors, plus financial markets performance by the numbers and our ongoing tactical views. Get up to speed on the IC’s current thoughts by reading the July edition here: https://www.fideliscapital.com/documents/FG/fidelis_new/insights/648491_Fidelis_Capital_July_2025_Monthly_Market_Recap_FINAL.pdf
