Press Release

Seeing Through the Noise: 2025 MidYear Outlook

September 9, 2025
Oren Cabir

WealthManagement.com

Wealth advisor Oren Cabir recently shared his perspective in a bylined article featured on WealthManagement.com.

 

The first half of 2025 began with optimism, but uncertainty around tariffs and geopolitical tensions quickly shifted market sentiment. While volatility has persisted, many corporations are better equipped today thanks to more resilient supply chains and strategic diversification. Misconceptions about tariffs remain common—yet data shows a significant portion of spending on imported goods still benefits the U.S. economy. Looking ahead, easing tariff risks, tax reforms, and increased energy production could provide meaningful tailwinds. Despite these short-term fluctuations, Oren shares his belief that the underlying strength of the U.S. economy remains intact, making disciplined, long-term investing more important than ever.

 

Read the full article to explore Oren’s insights on navigating uncertainty and positioning for the second half of 2025.

 

 

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This information is being provided by Kayne Anderson Rudnick Investment Management, LLC (“KAR”) for illustrative purposes only. Information contained in this article is not intended by KAR to be interpreted as investment advice, a recommendation or solicitation to purchase securities, or a recommendation of a particular course of action and has not been updated since the date of the material, and KAR does not undertake to update the information presented should it change. This information is based on KAR’s opinions at the time of the publication of this material and are subject to change based on market activity. There is no guarantee that any forecasts made will come to pass. KAR makes no warranty as to the accuracy or reliability of the information contained herein.

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