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2025: Markets, Policy and the Price of Uncertainty

2025: Markets, Policy and the Price of Uncertainty

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

July Monthly Market Review

July Monthly Market Review

July Monthly Market Review

Markets rallied in July 2025 as trade tensions eased and central banks diverged in policy direction. A new US–EU tariff agreement boosted investor confidence, while global equities surged—led by Hong Kong and Thailand. Despite inflationary pressures, diversified portfolios benefited from strong sector performance in Financials and Technology.

Aug 11, 20254 min read

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