Market Update
Our webinars are hugely popular with New Capital clients as a way to get insights, stay informed, even be entertained.
First Quarter 2025 Market Review
April 11, 2025
In this quarterly update, Leonard Golub, CFA, outlines the major economic and political developments impacting investors. He discusses how New Capital is approaching today’s uncertain environment, with a focus on strategic planning, portfolio positioning, and key areas of client service.
The presentation covers a range of topics relevant to long-term investors, including macroeconomic trends, regulatory changes, and emerging considerations for wealth management. It also includes updates on the firm’s tools and infrastructure, as well as observations on evolving investment themes.
Looking Back: Past Reviews
“Wealthy Americans are increasingly opening Swiss bank accounts... seeking financial and political safety.” — CNBC, April 2025
Smart Decisions Start with the Right Conversation.
WEALTHY INVESTORS ARE ASKING
“How are global markets responding to political uncertainty?”
We help clients make sense of markets by identifying what’s driving volatility and adjusting strategies in real time. Through global diversification and disciplined analysis, we position portfolios to respond—not overreact—to shifting conditions.
Want expert perspective on what today’s markets mean for your long-term strategy? We’ll help you interpret the signals, adjust with confidence, and stay focused on what matters.
Take the Next Step
-
Markets fluctuate daily, but lasting outcomes are shaped over years. Our updates are designed to filter noise and focus on what truly drives long-term financial health.
-
The goal isn’t prediction—it’s perspective. Understanding how markets evolve helps us make thoughtful, measured decisions aligned with long-term strategy.
-
Uncertainty is always present. Rather than react to it, we build strategies that anticipate change, manage risk, and stay grounded in core investment principles.
-
Our philosophy is steady, but not static. We continuously evaluate global trends and market signals, adjusting portfolios when it serves the long-term interests of our clients.
-
In a connected world, economic and political shifts abroad can influence markets everywhere. Global awareness is essential for building resilient, forward-looking portfolios.
Common Questions
Disclosures
Investing involves risk, including potential loss of principal. Past performance is not a guarantee of future results. International investing carries additional risks, including currency fluctuation and political or economic instability.
Account access and integration features depend on platform availability and client eligibility. The referenced CNBC article is for informational purposes only and does not constitute an endorsement of New Capital Management or its services.