In the 2025 Q1 Review, Chief Investment Officer Trey Willerson dissects a volatile start to the year, marked by steep equity losses, shifting yield expectations, and the early impact of sweeping U.S. tariff announcements. Willerson provides clarity on the forces shaping the market’s current correction and outlines key opportunities that may emerge from recent dislocations.
Read the TRB Trust & Wealth Management Q1 review as we explore:
“Counter-Trend Performance,” including the sharp reversal in mega-cap tech and a resurgence in value and international equities
“Yields and the Fed,” detailing rate volatility, inflation concerns, and evolving expectations for monetary policy
“Tariffs and Trade Policy,” analyzing the implications of the Trump administration’s aggressive new approach to global trade
“Investment Strategy Ahead,” offering perspective on market psychology and how long-term investors can find advantages in uncertainty
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TRB Wealth Management, LLC does business in the name of TRB Trust and Wealth Management. Trust and Family Office services offered exclusively through Texas Regional Bank. The trust department of Texas Regional Bank has engaged TRB Wealth Management, LLC to provide investment advice to Texas Regional Bank for trust department accounts.
