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Investment & Market Strategy
iCapital Market Pulse: Mid-Year Outlook: Top of mind questions for investors in 2H ’25
Despite increased volatility, resilient economic growth and easing policy uncertainty are setting a constructive tone for the second half of 2025. Investors are focused on key questions around Fed rate cuts, trade policy, U.S. exceptionalism and tight credit spreads. iCapital sees continued opportunity in alternatives—particularly middle market private equity, infrastructure, and asset-based lending. In public markets, AI continues to drive returns, but market breadth may start to broaden and cyclicals such as financials and industrials should benefit.
