First American

Q3 Investment Update (recording): Market Review and Outlook

"We're still constructive on the fixed income side, especially if the Fed has maybe
peaked in rates here and looking to cut. That could be supportive of bond prices
as well," said Jerry Braakman.

Jerry Braakman, President and Chief Investment Officer, and Scott Dudgeon, Director of Equity Research, share their insight on current business cycles and market trends. Watch this video to learn more. 

Recorded: August 12, 2025


Speakers:
Jerry B color white left padding Jerry Braakman
President, Chief Investment Officer
First American Trust

Jerry brings 25 plus years of experience with the firm in various management roles. As Chief Investment Officer, Jerry oversees the investment outlook, portfolio strategy, asset allocation, risk management, and investment processes. He regularly provides expert commentary on the financial markets to various media outlets including The Wall Street Journal, Associated Press, Reuters, CNBC, and Bloomberg.

Headshot_Blog_Scott D__FINAL

 

Scott Dudgeon, CFA
Director, Equity Research
First American Trust

Scott Dudgeon is the Director of Equity Research at First American Trust. Mr. Dudgeon is a Chartered Financial Analyst® (CFA®) and has more than 29 years of investment research experience. He also serves as a leading member of the investment committee and has a proven track record for outperforming the markets for our clients. He has been with The First American Family of Companies for 20 years.