Key Takeaways
Policymaking in Washington, DC has been the market’s central focus so far in 2025, with uncertainty now elevated in the economy
The US economy entered the year from a position of high growth and a strong labor market; given its size and momentum, it would take a large shock to knock it off track
Diversification remains essential for investors, not just between stocks and bonds, but also between public and private markets
The US stock markets tumbled in early 2025. Are they a harbinger of a worsening economy or can they regain their footing in the quarters ahead?
Author
- Alexander Chaloff
- Chief Investment Officer & Head of Investment & Wealth Strategies
