Quarterly Newsletters | Concorde Investment Management

NEWSLETTERS

Investment Insights and Outlook

Our quarterly newsletters offer an unfiltered view of how we’re navigating markets on behalf of our investors. Performance review, key holdings, new ideas, and forward-looking commentary — all in one place.

Transparency builds trust. We share our thinking openly—the opportunities we see, the risks we're watching, and the reasoning behind our decisions.

Each quarter, we share our perspective on market conditions, portfolio positioning, and the outlook ahead.

Q4 2025

GDP surges to an estimated 5.4% but cracks emerge beneath the surface. Job growth hits historic lows, household savings shrink, and markets broaden as performance shifts away from the Mag 7.

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Q3 2025

A "choppy" economy masks a widening divide — the top 10% now drive nearly half of consumer spending. U.S.-EU trade terms take shape while MBS and municipals offer compelling fixed income value.

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Q2 2025

"Liberation Day" sparks back-to-back 4.5% market declines before a swift rally. Housing hits 1995 lows, new trade deals reshape global commerce, and international equities post their strongest relative performance in a decade.

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Q1 2025

Tariff uncertainty rattles markets as GDP dips to -0.3%. Balanced portfolios hold steady while the S&P 500 drops 7%. Value stocks begin outperforming growth in a notable early-year shift.

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NEWSLETTERS

Investment Insights and Outlook

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Latest Quarterly Newsletters

Each quarter, we share our perspective on market conditions, portfolio positioning, and the outlook ahead.

Q4 2025

GDP surges to an estimated 5.4% but cracks emerge beneath the surface. Job growth hits historic lows, household savings shrink, and markets broaden as performance shifts away from the Mag 7.

Q3 2025

A "choppy" economy masks a widening divide — the top 10% now drive nearly half of consumer spending. U.S.-EU trade terms take shape while MBS and municipals offer compelling fixed income value.

Q2 2025

"Liberation Day" sparks back-to-back 4.5% market declines before a swift rally. Housing hits 1995 lows, new trade deals reshape global commerce, and international equities post their strongest relative performance in a decade.

Q1 2025

Tariff uncertainty rattles markets as GDP dips to -0.3%. Balanced portfolios hold steady while the S&P 500 drops 7%. Value stocks begin outperforming growth in a notable early-year shift.