Will US stocks underperform the rest of the world for the remainder of the year?

Time for an asset class performance review for Q1 2025

Author

Global Markets Investor
April 02, 2025

“The S&P 500 experienced two really incredible years with not so much volatility. It is difficult to expect another fantastic year given how much uncertainty is ahead about potential policies of the new Administration and the Fed.

Not even mentioning sky-high valuations and the investors’ sentiment.

Interestingly, as the history shows, Q1 2025 could be a tough quarter. Since 1950, the S&P 500 averaged just 0.1% in Q1 during the first year of the presidential cycle.

Finally, a correction is also very desirable as we have not seen a proper one since 2022.”

The above quote comes from the 2024 asset class performance summary linked below.

The S&P 500 recorded the largest two-year gain since 1998

Time for an asset class performance review for the full year 2024

globalmarketsinvestor.beehiiv.com/p/the-s-and-p-500-recorded-the-largest

These words came to fruition and the US stock market experienced one of the worst quarters in years.

Many investors have been caught off-guard but not our regular readers.

Let’s have a closer look at how the US and global stocks as well as other assets performed in Q1.

S&P 500 RECORDED THE WORST QUARTER SINCE Q3 2022

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