Скачать или смотреть A Mid-Year Lesson from the 2025 Markets

We’re halfway through 2025, and the markets have not played out the way many investors expected.

At the start of the year, optimism around “U.S. exceptionalism” was widespread, mainly due to expectations of lower corporate taxes, fewer regulations, and a generally pro-business agenda from the new administration.

However, as tariffs shifted to center stage in early 2025, we saw a reversal of this narrative, shifting instead towards a trade of anything but U.S. assets. By the end of May, international markets were up nearly 17% while U.S. markets were up just over 1%. (Source: Morningstar Direct)

At CTWM, we don’t chase the “next best asset class.” Instead, we build well-diversified portfolios designed to adapt to changing market conditions.

Despite the strong focus on U.S. equities in 2023 and 2024, and questions about why portfolios aren’t 100% allocated to them, we’ve remained committed to diversification. In 2025, that discipline is proving its value. Markets ebb and flow, and the most consistent way to navigate those shifts is by staying diversified and staying aligned with your financial plan.
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Connecticut Wealth Management, LLC is a registered investment adviser. Information presented is for educational purposes only. The opinions expressed should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Any statements or opinions are subject to change without notice. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.

Information presented is also dated material and may be out of date or obsolete after the date of publication. Investments involve risk and unless otherwise stated, are not guaranteed.