2025 Mid-Year Market Outlook: Navigating Geopolitical Shifts and Volatility

Retirement With/On Purpose

In this episode, Trevor Lawson reflects on the first half of the year by providing a mid-year outlook for the market and economy, based on a publication from the Capital Group. He notes that the global landscape is undergoing a fundamental restructuring, leading to increased volatility and a lack of clear direction for investors and companies. The Capital Group has revised its 2025 GDP growth projections downward for both the global economy and the US, due to uncertainty caused by trade wars and geopolitical events. Trevor discusses four potential scenarios for this shifting global landscape and highlights how different sectors might perform in each. He also points out that historically, markets have recovered from similar trade uncertainties, and that strategies like investing in dividend growers and maintaining a diversified portfolio can help cushion against volatility. Trevor concludes by emphasizing the importance of diversification in a changing world, particularly as international markets and corporate bonds show renewed strength.

Reference:
https://www.capitalgroup.com/advisor/insights/webinars/2025-midyear-outlook.html

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