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News & Views



2025: Markets, Policy and the Price of Uncertainty
2025 was marked by shifting policy, geopolitical tension and rapid changes in investor sentiment. While easing inflation and cautious rate cuts supported markets, trade tensions repeatedly triggered volatility. Sharp sell-offs—most notably in April following US tariff announcements—were followed by swift recoveries, underscoring market resilience. The year reinforced the value of diversification, discipline and a long-term approach as leadership rotated across regions, sector
Dec 12, 20255 min read
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