Morningstar Wealth’s Midyear Outlook—Where Is Opportunity Knocking?

Morningstar Wealth’s Midyear Outlook—Where Is Opportunity Knocking?

July 23, 2025 · 54 min · Episode 124

About this episode

The episode discusses the key factors influencing markets in 2025 and offers insights for investors.

In our midyear outlook, we break down some of the biggest factors driving markets in 2025 — tariffs, AI, and the potential for rate cuts — and attempt to help investors sift through the short-term noise while keeping a long-term perspective. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

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