Q2 2025 Market and Performance Update

In the recent WealthCo market and performance review, Howard Wong, Wealth Advisor and Dave Makarchuk, Chief Investment Officer, share their insights on market performance and outlook for the rest of 2025. The quarter began with a sharp equity selloff following sweeping U.S. tariff announcements, but markets rebounded steadily through May and June, leading to positive returns across most WealthCo portfolios. 

Howard and Dave emphasize the importance of WealthCo’s diversified investment model, which blends traditional public markets with alternative assets like private equity, real estate, and corporate lending. This strategy continues to provide meaningful downside protection and flexibility, helping clients navigate volatility and maintain long-term discipline. 

Looking ahead, Dave remains focused on long-term fundamentals and reiterates the team’s confidence in WealthCo’s 50/50 public-private mix. While global equities are being managed defensively, fixed income remains stable, and both alternative income and growth funds are positioned to benefit in a steady interest rate environment. Howard reinforces the value of staying diversified and connected to your WealthCo advisor as we head into the second half of the year.