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Quarterly Market Review: Second Quarter 2025

July 7, 2025 HoganTaylor Wealth

Second Quarter Market Review

In Q2 2025, global markets posted positive returns despite elevated volatility tied to trade policy uncertainty, geopolitical tensions, and shifting interest rate expectations. US stocks finished the quarter higher but trailed both developed international and emerging markets. Growth stocks continued to lead value, while large caps outperformed small caps as investors favored more established companies.

Developed international markets outperformed US equities duringthe quarter, while emerging markets also posted gains. Fixed income delivered positive returns across short- and intermediate-term bonds, while commodities declined overall. The quarter illustrated how diversification across assetclasses and regions can help investors navigate periods of market uncertainty.

Please reach out to a HoganTaylor Wealth advisor if you’d like to discuss any further.

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HoganTaylor Wealth

HoganTaylor Wealth provides an integrated approach to investment and financial planning and is a registered investment advisor and subsidiary of HoganTaylor LLP. HoganTaylor Wealth takes pride in serving clients as an independent fiduciary through holistic financial planning. Learn more at hogantaylor.com/wealth.

INFORMATIONAL PURPOSE ONLY. This content is for informational purposes only. This content does not constitute professional advice and should not be relied upon by you or any third party, including to operate or promote your business, secure financing or capital in any form, obtain any regulatory or governmental approvals, or otherwise be used in connection with procuring services or other benefits from any entity. Before making any decision or taking any action, you should consult with professional advisors.

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