Articles

Amid market volatility sparked by U.S. tariff announcements, Kyle Tetting advises three questions for long-term investors.

“Despite recent volatility,” Kyle Tetting writes, “we have not seen much change in the long-term fundamental outlook.”

Investors recognized that we can’t always take reports such as DeepSeek’s at face value. I see a bigger issue at play.

2024 largely came in line with what we had expected for a steady but solid economy. And 2025 looks to be more of the same.

Despite 2022 setbacks for nearly every investable asset, three-year returns are above average for broad measures.

As history has proven, “cautious optimism” works. But history is written across years and decades, not three quarters.