Q2 2025 Review & Market Update

In this Q2 2025 market update, Chief Investment Officer Mark Kinney reflects on an eventful quarter — from April’s sharp market sell-off triggered by renewed global trade tensions, to unpredictable trade policy and political instability.

You’ll hear how our investment team navigated the volatility with a measured approach, deploying $150 million across both public and private markets, while maintaining the flexibility to seize future opportunities. Mark also discusses our strategic shifts — including increasing cash reserves, fine-tuning equity exposure, and reinforcing income-generating investments — to help stabilize portfolios in uncertain times.

If your portfolio is not benefiting from broad asset class exposure and a pragmatic and strategic approach to protecting your wealth, we invite you to get in touch. We would be happy to arrange a call or video conference with a member of our wealth management team to learn more about Newport’s approach.