Capital Markets Review – Q4 2025

Welcome to another video edition of our Capital Markets Review

Capital Markets Review

Fourth Quarter 2025

 

Welcome to our Capital Markets Review for the Fourth Quarter of 2025.

Contained in this edition:

• A recap of how portfolios navigated a complex year, and fourth quarter, marked by geopolitical events and elevated uncertainty.
• Evolving trends in the economic backdrop, including labor market conditions, inflation pressures, valuations, and government spending.
• Where we’re identifying opportunities even as valuations remain elevated and the interest rate environment continues to evolve.

We hope you find the video to be informative, and we welcome your thoughts.

Sincerely,

Hamilton Capital

View Q4 2025 CMR