By Asset Allocator Journal Staff
According to MedTech Dive, venture capital funding for medtech rebounded strongly in Q1 2025, reaching highs not seen since 2022 and including multiple nine-figure rounds. While IPOs and M&A activity remain limited, recent exits like Beta Bionics’ public offering and significant acquisitions by Boston Scientific signal cautious recovery.
Per Advisor Perspectives, the Federal Reserve’s voting split over policy direction highlighted diverging views among policymakers, with some favoring restraint and others signaling readiness to defend against inflation. Minutes reflected caution regarding economic outlooks and the timing of future rate adjustments.
The Financial Times reports that Amazon UK is under investigation by the Groceries Code Adjudicator for allegedly delaying payments to food suppliers. The scrutiny adds to mounting regulatory pressures on ecommerce platforms and could result in enforcement action depending on findings.
According to Advisor Perspectives, U.S. stocks rose after comments from Fed Governor Waller fueled optimism about potential rate cuts in July. The rally encompassed a broad range of large-cap names, though lingering economic uncertainties tempered enthusiasm among traders.
WealthManagement.com reports that Fidelity has launched its first custom model portfolio featuring meaningful private-markets exposure. The product taps into Fidelity’s private equity and credit capabilities, offering advisory clients access to alternative growth while aligning with regulatory compliance and risk profiles.
Per Advisor Perspectives, shrinking federal spending to pre-pandemic levels would require substantial cuts and face significant political obstacles. Analysts highlighted that such fiscal tightening could conflict with ongoing deficit challenges and long-standing budget pressures.
According to MedTech Dive, the FDA is moving forward to regulate laboratory-developed tests (LDTs) for the first time, proposing a new oversight framework. This shift would bring greater scrutiny to a previously unregulated sector and could impact private healthcare lab offerings.
Analysts writing in Advisor Perspectives outlined three distinct gold ETF strategies suitable for varying investor objectives: SPDR Gold Shares (GLD) for direct bullion exposure, WisdomTree Enhanced Commodity Strategy Fund (GCC) for a diversified, yield-enhanced commodities approach, and DB Gold Fund (DGL) for futures-based positioning. Each fund offers different trade-offs in terms of cost, tax treatment, and performance correlation with gold prices.
