Listen "IWP - Market Update - June 2025"
Episode Synopsis
Link to IWP's May 2025 Update (PDF) - https://tinyurl.com/24r9ga3a This month Cam and Chris revisited the full economic data pack for the first time in 6 months. Globally, the US Federal Reserve's preferred inflation measure, core PCE, slowed to 2.6% annually, with a minimal 0.1% monthly increase in May. US GDP growth is expected to be weak but avoid recession, though policy uncertainty could slow business investment. Tariffs are predicted to lead to weaker growth and higher prices in the US. Cam and Chris then reviewed IWP's Flagship portfolio - Lifestyle Model 4 - showing a 1-year return of 11.88%, outperforming its index. As always we cautioned against market timing, noting that the best and worst trading days often occur close together. As always, please do not hesitate to reach out if you have any questions or would like to discuss your portfolio in light of these developments. Should you prefer this in video form, please head to - https://youtu.be/7gfigGwfJxA
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