We’re back with your latest quarterly and monthly updates. In this edition, we’re sharing a look at what shaped the investment landscape in Q1 2025, plus a quick monthly wrap of what went on in March. As always, these insights come from our partners at PortfolioMetrix, and we hope you find them useful and easy to digest.

Stay informed with this month’s market update from F&A and PMX. We explore key drivers shaping the markets, provide expert insights, and share a short video from PMX’s CIO on recent volatility.

President Trump’s re-election in late 2024, often dubbed “Trump 2.0”, initially sparked a renewed sense of American exceptionalism. While his return to office has generated far more excitement and action than his first term, this period has also seen several notable market responses, alluding to a shift in economic dynamics; with the most recent downturn of the stock market…