At PCM Encore, we believe that the value of wealth management is not wholly reflected in predicting the precise actions of central banks or trends within GDP numbers, but rather by effectively and intelligently guiding how to position our clients’ portfolios across various macroeconomic environments. Our value does not lie in telling you what the Fed will do— rather, we're here to help you understand what to do with your capital in the meantime.
Midway through 2025, market uncertainty remains a dominant theme. Global growth is holding up at moderate levels, inflation continues to decline toward central bank targets, and rate cuts appear to be on the horizon. Clear opportunities have emerged amid the uncertainty—especially for investors who balance their portfolios with thoughtful diversification, precise implementation, and tax-smart strategies like direct indexing.
We look to position our portfolios in a way that balances resilience with opportunity. This means selecting assets that will be durable to continued economic softness while positioning clients to capture the significant value that may be created if cuts to taxes and interest rates fuel significant market appreciation.
PCM Encore’s positioning is centered on three pillars: personalized portfolio design that reflects clients’ unique circumstances; tax-smart implementation that maximizes after-tax returns; and driving portfolio resilience and performance through differentiated access to opportunities in both public and private markets typically reserved for institutional investors.
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