BULLWEALTH’s 2025 Insights into Wealth Observations
From Insights Into Wealth by BULLWEALTH
February 2, 2026 · 25 min · Episode 47
About this episode
BULLWEALTH's portfolio management team discusses lessons learned from 2025, focusing on market trends and investment strategies.
Today, BULLWEALTH brings together its portfolio management team, along with Savva Cherdantsev, Managing Director of Research & Investments, for our second annual Lessons Learned podcast. Following the strong reception to last year’s inaugural episode, where we discussed key challenges and successes from 2024, we have reconvened to reflect on the lessons learned throughout 2025. These insights span a wide range of topics, including whether market breadth is broadening or remains concentrated among mega-cap technology companies, how to construct portfolios amid strong global capital markets and slowing economic fundamentals, what clients can expect from BULLWEALTH’s enhanced Watch List process for evaluating and changing investment managers, and how we manage portfolio liquidity when certain securities cannot be readily sold. We hope this wide-ranging discussion provides useful perspective and helps inform decision-making for your portfolio in 2026 and beyond.
People in this episode
Host: BULLWEALTH
Guest: Savva Cherdantsev
Topics covered
- portfolio management
- market analysis
- investment strategies
- economic fundamentals
- capital markets
- portfolio liquidity
Keywords
- portfolio management
- market breadth
- investment managers
- portfolio liquidity
- capital markets
- economic fundamentals
- Watch List process
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