-
Posted by
Two Blokes Jul 7 -
Filed in
General
-
#TwoBlokesTrading
-
3 views
Despite ongoing policy uncertainty and tariff-related volatility, we are cautiously optimistic thanks to resilient economic fundamentals, broadening equity market performance, and the potential for pro-growth policy shifts later in the second half of 2025. We anticipated outperformance from non-U.S. markets, but we also thought that many investors, wherever they are in the world, had become overexposed to U.S. assets.
