Jul 15, 2025
What’s driving the curious performance of US equities in
2025—and what risks are flying under the radar? Christopher
Shipley, Senior Vice President and Co-Chief Investment Officer at
Fort Washington Investment Advisors, joins host Mike Wallberg, CFA,
to unpack the geopolitical and economic currents shaping investor
sentiment. From the muted market reaction to Middle East tensions
and the structural tilt of US markets toward growth, to the
evolving implications of tariffs and AI’s layered impact across
industries, Shipley offers a clear-eyed view on where investors
might find both challenges and opportunities.
Listen in for his take on why value stocks are resurfacing, how
housing affordability pressures could shape the macro landscape,
and why small caps might be ripe for a comeback. Don’t miss this
deep-dive conversation on market resilience, risk signals, and
forward-looking strategies for navigating volatility.