We’re excited to share the latest RiskBridge CIO Chartbook—an exclusive market update designed for institutional investors and now available to you through our partnership with RiskBridge.

RiskBridge specializes in navigating risk to create opportunity, using forward-looking data, global insights, and disciplined frameworks to guide portfolio strategy. With their insights now integrated into our process, your financial plan benefits from an even deeper level of market intelligence and proactive risk management.

While the full report below offers deep insight, we’ve spotlighted several key themes below to give you an edge right away:

HIGHLIGHTS

U.S. equities remain under pressure, with long-term technical indicators in a sell signal and valuations that RiskBridge believes may still be stretched.

Bonds have outperformed stocks year-to-date, but RiskBridge notes that if yields rise again, downside risk could return to fixed income markets.

GDP expectations have dropped sharply—RiskBridge now estimates U.S. growth at 0.8% for 2025, with a projected 50% probability of recession.

Inflation cooled in March, but tariffs and trade dynamics could still drive a secondary wave of pricing pressure later this year.

The U.S. dollar is flashing a long-term sell signal, signaling what RiskBridge views as a meaningful shift in global capital positioning.

Markets are pricing in five Fed rate cuts by year-end, but RiskBridge remains skeptical, citing conflicting macro forces that could limit policy flexibility.

What This Means for You

In today’s environment, staying invested isn’t just about riding out the waves—it’s about positioning your portfolio with purpose. With RiskBridge’s institutional insights now part of our planning process, we’re monitoring both risks and opportunities across asset classes to help ensure your strategy stays aligned with long-term goals, even as markets shift.