March 2025 Market Update
In this March market update, Chief Investment Officer Brian Andrew, CFA®, analyzes the recent market volatility driven by the U.S. Administration’s tough tariff policies and explores their potential impact on inflation, interest rates, and your investment strategy as we navigate the months ahead.
Key Takeaways:
- Tariff Impact on Markets: The new U.S. Administration’s tough stance on tariffs has erased post-election market gains, with the S&P 500 down 4.5% and the NASDAQ down over 7.5% since January. Learn how this could affect inflation and economic growth.
- Bond Market Resilience: Despite market volatility, bonds have outperformed stocks with a 2–2.5% return this year. Discover why bond investors are focusing on slowing growth and how this could shape future opportunities.
- Strategic Positioning for Uncertainty: With tariffs driving inflation and uncertainty, find out why focusing on “quality” stocks and diversified international holdings may help stabilize your portfolio.
We hope you find this video both informative and insightful. For any questions, please reach out to your Merit financial advisor.
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