2025 Markets Wrapped

A Year of Resilience, Recalibration, and Reminders That Discipline Still Works.

Most “Played” Market Theme: Resilience Beat Predictions

Throughout 2025, markets navigated shifting economic expectations and persistent uncertainty. Forecasts changed frequently, but fundamentals proved more durable than many anticipated.

Biggest Repeat Headline: “Rates Will Move Soon”

Expectations evolved all year, often faster than policy itself. Investors who reacted to each shift felt far more volatility than those who stayed the course.

Biggest Mood Swing: Volatility Felt Higher Than it Actually Was

Short-term pullbacks and sharp headlines made the year feel choppier than it ultimately was. In hindsight, patience mattered more than precision.

Comeback Worth Noticing: Global Diversification

After years of narrow leadership, looking beyond the U.S. contributed meaningfully in 2025, reinforcing the value of staying diversified across regions.

Most Underrated Skill: Staying Invested

Once again, resisting the urge to react to volatility in moments of uncertainty proved more valuable than trying to time the market.