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- 2025 was the year of precious metals and non-US markets
2025 was the year of precious metals and non-US markets
Time to review how major asset classes and stocks performed in 2025 and what might be lying ahead
🔥🔥 GLOBAL MARKETS INVESTOR’S PORTFOLIO IS UP +72% SINCE JANUARY 2024
DURING THE MARCH-APRIL 2025 MARKET TURMOIL, MAJOR US INDEXES FELL NEARLY 20%, WHILE THE GMI PORTFOLIO GAINED OVER 5%, FIND OUT HOW BELOW:
2025 was an exciting year for investors. Proper positioning would have allowed investors to beat the market by a wide margin.
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1) Which asset classes delivered the strongest returns in 2025, and what drove their outperformance?
2) Which strategies would have allowed investors to beat the market by the widest margin?
3) How did macro forces like inflation, interest rates, and geopolitical events shape the best- and worst-performing trades?
4) What can help investors position more effectively for 2026?
Let’s break down the key forces that shaped markets in 2025 and review how major asset classes and stocks performed.
THE S&P 500 POSTED ONE OF THE WORST YEARS OVER THE LAST 3 DECADES ON RELATIVE BASIS



