Unless you’ve been hiding under a rock, you’ve likely felt the whiplash of 2025. From rising tariffs and persistent market volatility to escalating global tensions, it’s been a year that continues to test investors’ resolve.
In this edition of Barside Chat, Chief Investment Officer Matthew Jachimiak sits down with Portfolio Manager Isaac Thompson to unpack the key drivers shaping today’s markets. Their conversation covers topics ranging from tariffs and inflation to geopolitical unrest, offering timely insights and a practical perspective for long-term investors.
As always, we welcome your feedback. What questions or topics would you like the investment committee to address in future editions of Barside Chat?
We hope you enjoy our latest video.
The opinions expressed reflect our judgment now and are subject to change without notice and may or may not be updated. Past performance or market discussions should not be taken as an indication or guarantee of future performance, and no representation or warranty, express or implied is made regarding future performance. The Barside Chats content does not constitute an offer to sell or the solicitation of an offer to buy.
References to market or composite indexes, benchmarks, or other measures of relative market performance (indexes) over a specified period are provided for your information only and do not imply that a portfolio will achieve similar returns, volatility, or other results.
