Q1 Quarterly Report – 2025
Read the Q1 2025 Quarterly Report Now
The first quarter of 2025 brought no shortage of headlines, from sweeping tariff changes to continued advances in artificial intelligence (AI). In this report, our Investment Committee offers a clear perspective on what these developments mean for investors. We cover how tariffs are reshaping global trade, why market reactions may be more emotional than fundamental, and where we see long-term opportunities despite near-term volatility. We also explore the growing impact of AI across industries, not just in technology, and how it’s likely to drive future growth across sectors like energy, infrastructure, and healthcare.
Beyond the macro trends, we share our strategies for navigating a changing environment: preparing fixed income portfolios for a potential slowdown, taking a more defensive yet active approach to equity investing, and highlighting often-overlooked opportunities within retirement planning. Throughout the report, we stay focused on helping clients make informed, disciplined decisions, even when the markets seem anything but predictable.
As you read through this report, consider the broader economic and market trends, and think about how they align with your own financial goals. This Quarterly Report is more than just a snapshot of current events; it’s a resource to help you make informed, strategic decisions as you navigate your financial future.
Advisors Capital Management, LLC is an investment advisor registered with the United States Securities and Exchange Commission. Registration does not imply any degree of skill or training. All investing carries risk, including the potential for the loss of principal and past performance is no guarantee of future results. This content is for informational purposes only, can change at any time without notice, and is not investment advice or a recommendation to trade any security. Indices are not available for direct investment. We only provide services in jurisdictions where we are registered. Our disclosure brochure (ADV Part 2A) and customer relationship summary (ADV Part 3) are available at https://adviserinfo.sec.gov and upon request.
