Finance New World Disorder Taking stock of winning and not-so-winning investments in a world of rapid, unpredictable change By James Dolan The world is changing. You can see it when you turn on the nightly news or read about it in the morning paper. You can feel it in the politics of the nation and in the conversations which you have with friends and family. You can track it day by day, even minute by minute, in the stock market numbers that flash before you on the screen. Dramatic political and economic changes south of the border are resulting in a seismic shift in financial markets. Such times can be unsettling, in no small part because it’s impossible to know what comes next. The only thing that seems increasingly certain is that the years ahead will likely be very different from the years behind. And that brings up an important question for snowbirds: how should you manage your money in a world in which the things that we took for granted – economic globalization, low inflation, global peace – now seem very much in the air? How exactly should we allocate our retirement portfolios to protect our wealth in the years to come or, at the very least, make them more resilient in the face of increasing economic threats and market volatility? As we’ve said many times before, when it comes to broad-level economic and market movements, no one has a crystal ball. But it is possible to view these changes from a high level and make reasonable assumptions about how the fluctuations will reshape the economy, the markets and individual asset classes over the next several years. With that in mind, here’s a list (by no means exhaustive) of ideas regarding the way in which a select group of investments, industries and asset classes will respond to the “new world disorder” in which we find ourselves. CSANews | SPRING 2025 | 25
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