Matt Shibata

Nicolas Vieville

The final months of 2025 were a whirlwind, marked by a continued aggressive trade policy, a government shutdown, and geopolitical tensions. Despite these headlines, the markets showed remarkable resilience, with U.S. stocks notching their third consecutive year of double-digit gains.

While the ride wasn’t always smooth, featuring record highs in the winter followed by a spring swoon and a cooling off in late Q4, the year served as a powerful reminder of the importance of a disciplined, diversified, long-term strategy.

For this webcast, our Chief Investment Officer, Matt Shibata, provides valuable insights into the current economic landscape, key market trends, and expectations for the new year.