Weekly Strategy Perspectives - What could go right?

Week ending 03-21-2025. The Through Line: The door to the globe’s worry closet has been flung wide open this year, with a broad array of challenges spilling out. Just a few of the many monsters loosed from the closet to keep us up at night: tit for tat trade wars; sticky inflation; geopolitical policy pivots; shifting economic outcomes; disruptive technological breakthroughs; and asset market volatility. Lost in the chaos, however, is the fact that much is actually going well, creating a constructive foundation for investors with a long-term focus.