Insights Details

Navigating Market Volatility: Our Commitment to Your Financial Security

Recent political developments, particularly under the Trump administration, have led to heightened volatility and uncertainty in global financial markets. Trade tensions, escalating tariffs, and shifting economic policies have created significant fluctuations and investor anxiety, influencing markets both domestically and internationally. At Northfront Financial, we fully understand these concerns and are committed to guiding you confidently through this period of turbulence.

Notwithstanding the disruptive aspects of tariffs, Raymond James overarching expectations are for equity markets to move higher in 2025, supported by positive economic and corporate profit backdrops, though with more muted gains compared to the 20%+ returns of recent years. We also anticipate heightened volatility, including the possibility of multiple pullbacks along the way. Raymond James U.S. Investment Strategy Group’s S&P 500 target for the end of 2025 is a 13.5% total return, with a preference for Technology, Industrials, and Health Care sectors. For the TSX Composite, Raymond James forecasts an 8.5% total return in 2025.¹

Our portfolios are strategically composed of high-quality traditional and alternative assets, chosen specifically for their proven durability through various market cycles. We emphasize diversification, risk management, and long-term growth potential, ensuring you are well-positioned to weather short-term volatility. We firmly believe that proper asset allocation is a key driver of long-term returns, enabling portfolios to navigate various economic environments successfully.

Furthermore, periods of market uncertainty often present unique opportunities. Our investment team is actively monitoring developments and stands prepared to strategically capitalize on undervalued assets arising from market disruptions, positioning your portfolio for long-term growth.

Your financial security and peace of mind remain our highest priorities. Should you have any questions or concerns, please reach out to your advisor. We are here to provide clear, timely advice and ensure your continued confidence during every market environment.

Thank you for your continued trust.

— The Northfront Financial Team

¹ March 2025 Insights & Strategies: The tariff threat train continues to roll

© 2025 Northfront Financial Inc. All rights reserved. The information provided herein is for informational purposes only and does not constitute investment advice. Opinions and estimates are subject to change without notice. Readers should consult with Northfront Financial Inc., their investment advisor, tax advisor, financial planner, or legal counsel before acting on any information presented.

This communication is intended solely for Canadian residents and does not constitute an offer or solicitation in jurisdictions where such offers are not permitted. Northfront Financial Inc.’s services are available only in jurisdictions where the company is registered to provide such services. It is important to note that past performance does not guarantee future results. The content provided should not be construed as a solicitation to buy or sell any security or financial instrument. Northfront Financial Inc. does not warrant the accuracy, completeness, or currency of the information presented.