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In this midyear update, Peter reviews the key trends shaping markets, politics, and the global economy in 2025. He covers market volatility sparked by tariff announcements, explains why international stocks are leading the charge this year, and provides a deep dive into opportunities within corporate and municipal bond markets.
Listen to learn:
► Why U.S. markets experienced dramatic swings—and what it means for investors.
► How international diversification has benefited portfolios in 2025.
► Key insights into corporate and municipal bonds in a shifting economic landscape.
► Actionable takeaways to help you stay disciplined and focused on your long-term investment plan.
Tune in to better understand the forces influencing your investments and how to confidently navigate the second half of 2025.
Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
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The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Plancorp LLC employees providing such comments, and should not be regarded the views of Plancorp LLC. or its respective affiliates or as a description of advisory services provided by Plancorp LLC or performance returns of any Plancorp LLC client.
References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.
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