Inflation isn’t disappearing—it’s evolving. As the global economy shifts from efficiency to resilience, costs are being reshaped by structural forces like energy security, supply chains, and food systems. In this commentary, we explore what that means for investors and why real assets, pricing power, and long-term positioning matter more than ever.
After a long stretch of strong market returns, it’s natural to feel drawn toward whatever investments have been performing best recently. It’s also easy to let certain positions grow larger than originally intended. While this is understandable, experience shows that the most reliable outcomes come from staying disciplined, making decisions based on life goals rather than short-term market movements.
We live in a time of several major technological shifts, including the rise of AI, blockchain, and decentralized finance. These changes can bring both opportunity and uncertainty. At Van Hulzen Financial Advisors, we are dedicated to staying informed about these trends and evaluating how they may impact markets and your portfolio. By remaining adaptable and forward-thinking, we aim to help you navigate these changes with clarity and confidence.
The global financial system is undergoing a significant shift. Historically reliable macro anchors such as steady growth, low inflation, inexpensive credit, and globalization are no longer assured. More governments are now placing a higher priority on national security and sovereignty over economic efficiency, prompting shifts in global alliances and economic structures.
The financial markets, much like the ocean, move in powerful and rhythmic cycles like our ocean tides. Large gravitational forces pull capital into asset classes with great momentum, only to recede when conditions change. Over the last 5 years, we’ve experienced several distinct tidal cycles, each shaping the investment landscape in profound ways.
President Trump's return to the White House will bring both familiar considerations and new challenges. His views on trade, regulation, and geopolitics are well-established, but the economic landscape has shifted significantly since his first administration.