US equities are showing strength in 2025, but what’s fueling the rally, and what risks are we overlooking? Christopher Shipley joins us to break down the structural forces shaping markets, covering tariffs, AI disruption, and the dominance of growth stocks. He also shares why value is gaining traction again, how housing affordability is influencing the macro landscape, and why small caps might be ready to rebound. Listen now for a clear, candid take on hidden risks, shifting investor sentiment, and smart strategies for staying ahead: https://cfainst.is/4oJFuDp (fb)

Private markets are evolving, are your strategies keeping pace? Join us for two webinars in our Navigating Wealth and Private Markets series: 🔹10 Sept – Discover how family offices are moving beyond 60/40 and embracing direct private equity 🔹17 Sept – Unpack the shifting risks and rewards of debt and leverage in today’s PE landscape Get insights from top CIOs, family office leaders, and private market experts. Register now and help your clients thrive in the private capital era: https://cfainst.is/4k69sPt (fb)