Markets & Wealth 2025: Key Insights from Our Annual Presentation
On May 8th, the Focus team was proud to host our annual Markets & Wealth event, where we shared timely insights into the evolving investment landscape and how we’re positioning portfolios for what lies ahead.
The event featured members of the investment team, who covered public equities, fixed income, and a range of alternative asset classes—including private infrastructure, farmland, and real estate. A central theme throughout the discussions was the importance of diversification and differentiated strategies. In moments like these, investors succeed, not by attempting to predict precise economic outcomes, but by building multi-asset portfolios that can win whatever economic outcome unfolds. And, by being unapologetically bottom-up.
A sincere thank you to all our client families who joined us in person or tuned in via webcast.
If you were unable to attend and would like access to a recording of the presentation, please contact us directly.