Posted: May 9, 2025 | by: Thomas F. McKeon, CFA
The global equity markets had a bi-polar 1Q-2025. U.S. equities were under pressure while global developed markets (ex-U.S.) had a welcome and strong up-market. And therein lies the rationale for a global asset allocation.
The markets girded for the unknown and probably negative impact of the tariffs (announced just after the end of the quarter) US equity markets were lower for the quarter, and lower still from all time highs on February 19th.
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Did you know that despite earning more than ever, many people still struggle to feel truly happy? It turns out the way we spend our money plays a far bigger role in our wellbeing than we realise. Spending isn’t just about buying things; it’s about making choices that can genuinely boost our happiness.
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For 1Q-2025, bonds provided the best return as markets expected interest rates to ease up as inflation has come down to near Federal Reserve target. US stocks were slightly lower while European and developed markets stocks gained some ground. Our most conservative, bond-heavy model (glo_20_80) provided a more than 2.0% total return for the quarter as bonds did well.
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Mr. Rosenblatt is the author of “Rules for Aging.” In 2000, I published a book called “Rules for Aging,” a sort of how-to guide for navigating the later years of one’s life. I was 60 at the time and thought that I knew a thing or two about being old. Twenty-five years later, I just finished a sequel, which reflects my advice for growing very, very old. (I have been doing a lot of that lately.) It took me 85 years to learn these things, but I believe they’re applicable at any age.
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Asset Allocation - we live in an asset allocation world. Asset allocation does the heavy lifting in an investment program. It overwhelms all other activities in the investment decision hierarchy. Get the allocation right and your desired outcome becomes highly likely. Get it wrong or disregard it entirely and the chances for achieving your goals and objectives diminish greatly.
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Loren Allred sings "Never Enough" from the Greatest Showman.
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