After a good start to the year, an onslaught of policy announcements from the White House has since sent US equities into retreat. But falls of this magnitude are a normal part of investing, and the importance of politicians shouldn’t be overrated.
Watch Ed's video update below.
Article last updated 20 March 2025.
In his latest video, Co-Chief Investment Officer Ed Smith gives some context to the recent 10% peak-to-trough fall in US equities. Here are five key points on what it means for investors:
You can read more about our views on the latest economic and market developments and what they mean for you at this link to our Insights page.
Not yet a client and interested in investing with us? Get in touch to see how we can give you peace of mind and help you grow your wealth.
Arguably the best investor of all time has decided to retire at the end of the year. Meanwhile, UK interest rates are forecast to fall in a bid to prop up the economy.
6 mins
Markets are tumbling fast in response to US tariffs that will upend global trade. Perhaps more dangerous than the policy itself is just how silly it makes the administration look.
9 mins
US stocks held up well during a wild week of White House adjustments to its tariff policies. US government bonds and the dollar were less fortunate.
6 mins