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Inside Q1 2025: Market Moves, Global Shifts, and Retirement Impacts

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Manage episode 482579937 series 164845
Content provided by Rick Unser. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Rick Unser or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode of 401(k) Roundtable, Rick Unser is joined by Mike Arone, Chief Investment Strategist at State Street Global Advisors. Together, they break down key insights from Q1 2025, including the impact of tariffs and trade uncertainty, current economic indicators, and the potential risks facing investors. The conversation also explores how international markets are performing relative to the U.S., as well as emerging trends in capital allocation and investment strategy — particularly in the context of retirement planning.

Rick and Mike take a closer look at the evolving role of private equity in retirement portfolios, the liquidity challenges that come with it, and the importance of real assets in building diversified long-term strategies. They also touch on recent shifts in investor behavior amid market volatility and reinforce the importance of maintaining a disciplined approach to investing.

  continue reading

263 episodes

Artwork
iconShare
 
Manage episode 482579937 series 164845
Content provided by Rick Unser. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Rick Unser or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode of 401(k) Roundtable, Rick Unser is joined by Mike Arone, Chief Investment Strategist at State Street Global Advisors. Together, they break down key insights from Q1 2025, including the impact of tariffs and trade uncertainty, current economic indicators, and the potential risks facing investors. The conversation also explores how international markets are performing relative to the U.S., as well as emerging trends in capital allocation and investment strategy — particularly in the context of retirement planning.

Rick and Mike take a closer look at the evolving role of private equity in retirement portfolios, the liquidity challenges that come with it, and the importance of real assets in building diversified long-term strategies. They also touch on recent shifts in investor behavior amid market volatility and reinforce the importance of maintaining a disciplined approach to investing.

  continue reading

263 episodes

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