Mid-Year Market Outlook: What’s Driving the Second Half of 2025- Event Takeaways

By Andrea Young on July 25, 2025

As we enter the second half of 2025, investors face a complex landscape shaped by shifting policy signals, market volatility, and broader economic uncertainty. In the recent Mid-Year Market Outlook webinar, Lexington Wealth CEO and Co-Founder Mike Tucci, along with Brad Long, Chief Investment Officer of our research partner, revisited the key themes introduced earlier this year—fragility, durability, and the age of alpha—and explored how these concepts are evolving in response to current market conditions.

April’s return of volatility served as a reminder that markets remain sensitive to both domestic and global developments. The conversation focused on how investors might approach the remainder of the year with a balanced perspective, grounded in awareness rather than prediction.

 Key Discussion Points

• Fragility: Market reactions in April highlighted how quickly sentiment can shift in response to policy changes or geopolitical events. This underscores the importance of staying alert to potential disruptions.
• Durability: Certain sectors and companies continue to demonstrate resilience, particularly those with strong balance sheets and consistent performance. The speakers noted that identifying these areas requires careful analysis rather than broad assumptions.
• The Age of Alpha: With fewer broad market trends to rely on, the discussion emphasized the value of selective decision-making. Rather than relying on passive strategies, investors may benefit from a more hands-on approach to identifying opportunities and managing risk.
• Policy Landscape: Monetary and fiscal policy remain central to market direction. With elections on the horizon and inflation still a concern, the second half of the year could bring further shifts in expectations.
• Portfolio Positioning: The speakers encouraged a thoughtful approach to portfolio construction—one that considers both potential risks and areas of opportunity, without overreacting to short-term noise.

We encourage you to watch the webinar replay for a deeper dive into the Federal Reserve’s evolving stance, the intersection of policy and politics with market behavior, and the importance of maintaining a balanced, flexible approach. As we move into the second half of 2025—a period expected to be dynamic and full of variables—the webinar emphasizes the value of staying steady and informed, focusing on adaptability and clarity rather than chasing trends or reacting to headlines.

If you missed the live session or would like to revisit the discussion, the full replay is now available.

Lexington Wealth Management is a group comprised of investment professionals registered with Hightower Advisors, LLC, an SEC registered investment adviser. Some investment professionals may also be registered with Hightower Securities, LLC, member FINRA and SIPC. Advisory services are offered through Hightower Advisors, LLC. Securities are offered through Hightower Securities, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is neither indicative nor a guarantee of future results. The investment opportunities referenced herein may not be suitable for all investors. All data or other information referenced herein is from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other data or information contained in this presentation is provided as general market commentary and does not constitute investment advice. Lexington Wealth Management and Hightower Advisors, LLC or any of its affiliates make no representations or warranties express or implied as to the accuracy or completeness of the information or for statements or errors or omissions, or results obtained from the use of this information. Lexington Wealth Management and Hightower Advisors, LLC assume no liability for any action made or taken in reliance on or relating in any way to this information. The information is provided as of the date referenced in the document. Such data and other information are subject to change without notice. This document was created for informational purposes only; the opinions expressed herein are solely those of the author(s) and do not represent those of Hightower Advisors, LLC, or any of its affiliates. 

Third-Party Links Disclaimer

Third-party links and references are provided solely to share social, cultural and educational information. Any reference in this post to any person, or organization, or activities, products, or services related to such person or organization, or any linkages from this post to the web site of another party, do not constitute or imply the endorsement, recommendation, or favoring of [Advisor Practice] or Hightower Advisors, LLC, or any of its affiliates, employees or contractors acting on their behalf. Hightower Advisors, LLC, do not guarantee the accuracy or safety of any linked site.