July 2025
• A volatile but tenacious stock market: U.S. stocks are up 6% year-to-date, but that return masks a near-20% drop earlier in the year. Meanwhile, international stocks have quietly surged, outperforming domestic markets.
• The dollar’s decline and rising debt: With the U.S. dollar weakening amid growing deficits and higher interest rates, they dive into what this unusual disconnect means for global investors and portfolio positioning.
• Stagflation watch: Slowing economic growth paired with sticky inflation has raised the specter of stagflation. Learn how traditional portfolios may struggle in this scenario and why Morton’s diversified approach aims to thrive across a range of outcomes.
• Real assets and resilience: From gold’s strong year to a spotlight on a recent private lending opportunity in healthcare, Jeff and Meghan illustrate how investments backed by tangible assets are helping shield client portfolios from headwinds.
• Looking ahead: With the Q3 updates scheduled to take place live at Morton’s annual Investor Symposium in October, this conversation sets the stage for what to watch in markets over the next several months.
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Disclosures: Information and references to specific investments presented herein are for illustrative purposes only and subject to change without notice. It is not intended as investment advice and should not be construed as an offer or solicitation with respect to the purchase of any security. Investment opportunities described may only be available to eligible clients and involve a higher degree of risk. Each investment opportunity is unique, and it is not known whether the same or similar type of opportunity will be available. Morton makes no representations as to the actual composition or performance of any security. All investments involve risk, including the loss of principal. Past performance is no guarantee of future results. There is no guarantee that the investment objective will be achieved. Morton Wealth makes no representation that the strategies described are suitable or appropriate for any person, and should not be assumed that Morton will make investment recommendations in the future that are consistent with the views expressed herein. You should consult with your financial advisor to thoroughly review all information before implementing any transactions and/or strategies concerning your finances.
