News & Views

Last week saw markets react to ongoing geopolitical uncertainty, stubborn inflation dynamics, and central bank hesitation. From renewed tariff tensions to steady interest rate decisions, global investors navigated a cautious landscape. In this week’s review, we explore key market movements, policy updates, and the latest in ESG and geopolitical developments to help you stay informed and ahead of the curve.

Markets gained on fresh trade optimism, while central banks signalled a cautious stance on further rate cuts. ESG headlines saw major investment in green hydrogen, and geopolitical tensions with China remain in focus. All eyes now turn to earnings season and the ECB’s next move.

Markets gained in May 2025 despite confusion over U.S. tariffs. A brief pause sparked optimism, with Austria and Taiwan surging, but legal wrangling quickly clouded the outlook. Meanwhile, the Bank of England cut interest rates again, the Fed held steady amid inflation concerns, and global sectors like tech and financials led the charge. Read the full review to unpack this complex investment landscape.