A volatile year?

"April 2025 is on track to take its place among the most volatile stretches on record, next to October 2008 and March 2020", according to Bloomberg.

And following that, where do you think we stand right now?

Does your decision change when you know the below data? 188 US large companies declared bankruptcy in Q1 2025, the most in 15 years. This is up 35% from 139 recorded last year.

And a pretty big reversion to the mean in 2025 so far:

• Eurozone stocks: +13%

• International stocks overall: +5%

• S&P 500: –10%

This marks a shift after more than 16 years of US outperformance – the longest stretch in market history.

Sources: Bloomberg, S&P, Global Markets Investor, Charlie Bilello