In this episode of The Polestar Podcast, Kevin Parton is joined by Portfolio Manager Keith Allan to break down the Q2 market landscape. Despite headlines dominated by geopolitical tensions, inflation pressures, and tariff uncertainty, markets have shown a strong rebound—rewarding those who remained invested. Keith highlights the importance of cutting through the noise, recognizing the distinction between the economy and the markets, and the role active management plays in navigating uncertain times.
Episode Takeaways
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Strong Q2 rebound in markets despite global and economic headwinds
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VELA client portfolios delivered results ahead of major benchmarks
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Diversification and active management contributed to outperformance
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Market sentiment often diverges from actual performance
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Positive outlook as we move into the latter half of 2025
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…and additional insights throughout the discussion
About the Guest – Keith Allan
Keith Allan is a Portfolio Manager with Harness Investment Management. Harness has engaged in a strategic partnership with VELA Wealth and provides discretionary portfolio management for many of VELA’s clients. With more than 15 years of buy-side investment management experience, Keith brings a wealth of knowledge and experience to provide insight and guidance to clients regarding their investment portfolios. At Harness, Keith is responsible for developing and maintaining investment portfolios for VELA clients. To learn more, please visit Harness Investment Management team page.
About the Host – Kevin Parton
Kevin Parton, CFP professional, specializes in personal and business financial planning, tax reduction, and estate planning. Kevin is diligently concentrating on client education as a powerful strategy for building financial certainty. As no financial situation is the same, Kevin and his team monitor clients’ plans and implement personalized strategies to reduce their personal and corporate taxes, and protect their income, assets, and loved ones against the financial consequences of a serious illness, injury or death, ensuring clients maintain financial certainty and peace of mind. To read more, please visit the VELA team page.
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