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In stock markets, volatility isn’t a flaw—it’s a feature. It’s the reason we expect higher returns from equity investments. Still, it triggers our fight or flight response. Amid the turbulence, investors should resist the temptation to retreat and avoid the risk of selling growth investments at deeply discounted prices. If you’re a CAPTRUST client, now’s a good time to get in touch with your financial advisor, and trust your financial plan.

On April 2, President Trump’s administration implemented new tariff policies that could reshape the world economy. On April 3, stock markets across the world reacted. In this article, learn how to navigate market turbulence and how CAPTRUST at Work can help.

At CAPTRUST, one of our fundamental portfolio management principles is that we do not predict; we prepare. To help us understand the range of possible futures we need to prepare for, we use four levels of analysis: the range of possibilities, probabilities, market expectations, and sources of uncertainty.

“I once had a client tell me his goal was to die with just enough money to pay his very last doctor’s bill,” says CAPTRUST Financial Advisor Mike Gray. Even though the comment was made in jest, the client was serious about not exhausting his money too soon. Gray says this is a common concern.

Question: What impact do you foresee the 2024 presidential election having on stock market returns this year? How much do elections matter to markets?

We all know people who have made less-than-rational investment decisions, like pulling out of the stock market during a downturn or continuing to fund expensive repairs for a battered but beloved car.

No matter how sophisticated their investment knowledge, investors of all kinds are prone to make suboptimal choices, second-guess long-term decisions based on short-term occurrences, and lose sleep over investment portfolios. These are natural and understandable behaviors, but they’re rooted in a faulty assumption: that all dollars have equal value.

In 2023, consensus expectations proved wildly incorrect. Most market watchers predicted a recession, but the economy showed resilience instead. Today, a soft landing has become the expected scenario for 2024. But last year’s lessons are still true, and a soft landing is no sure thing.

In this edition of our quarterly Market Update video, Chief Investment Officer Mike Vogelzang discusses three long-term trends that are already shaping investment strategies today: demographics, deglobalization, and digital transformation. Watch to learn how these trends are impacting the markets and economy today, and what CAPTRUST is watching as we look into the future.