April 29, 2025

Quarterly Perspectives: Tariffs, Inflation, and Market Trends

Wondering where the markets are headed and how it may affect your investments?


Join our panel of senior investment strategists for an insightful discussion on key market trends—and what they could mean for your portfolio.

What they cover:

  • How the markets performed in Q1 2025 and what’s driving the trends
  • The potential impact of proposed tariffs and how to navigate them
  • What’s next for inflation and the fixed income market
  • The risks of a stock market dominated by a few big players

The information provided is educational and general in nature and is not intended to be, nor should it be construed as, specific investment, tax, or legal advice. Individuals should seek advice from their wealth advisor or other advisors before undertaking actions in response to the matters discussed. No client or prospective should assume the above information serves as the receipt of, or substitute for, personalized individual advice.

This reflects the opinions of Focus Partners or its representatives, may contain forward-looking statements, and presents information that may change. Nothing contained in this communication may be relied upon as a guarantee, promise, assurance, or representation as to the future. This should not be considered a recommendation that any particular security, portfolio of securities, transactions, or investment strategy are suitable for any specific person. Past performance does not guarantee future results. Market conditions can vary widely over time, and certain market and economic events having a positive impact on performance may not repeat themselves. The charts and accompanying analysis are provided for illustrative purposes only. Investing involves risk, including, but not limited to, loss of principal. Asset allocation and diversification may be used in an effort to manage risk and enhance returns. However, no investment strategy or risk management technique can ensure profitable returns or protect against risk in any market environment. Focus Partners' opinions may change over time due to market conditions and other factors. Because of the many variables involved, an investor should not rely on this forecasts alone. Numerous representatives of Focus Partners may provide investment philosophies, strategies, or market opinions that vary. The appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

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