The first half of 2025 has been marked by significant volatility along with persistent inflation and escalating geopolitical tensions. Despite these challenges, there are still opportunities for investors.
As we reach the mid-year point, our Investment Strategist, Lindsay James, provides an in-depth analysis of recent market developments and offers her outlook for the remainder of the year.
Stuart Clark looks back on the key events and trends that have shaped global markets so far in 2025, in what he describes as ‘a rollercoaster ride’. He also provides his outlook for the remainder of the year and discusses how these developments have influenced his management of the WealthSelect Managed Portfolio Service.
CJ Cowan reflects on the first half of the year as markets performed much better than he would have expected given all that has gone on. He discusses how these developments, and his market outlook, have influenced his decision-making and the portfolio positioning of the Cirilium Portfolios.
We partner with a select group of high-quality asset managers that offer us access to a wealth of insight and expertise. Hear their latest views on the factors that have influenced UK, US, European, and fixed income markets and what the future may bring.
While markets are inherently unpredictable, this year has presented unique challenges. At Quilter, we pride ourselves on our long and successful history of guiding our customers through all market conditions.
That's why we have curated a range of resources to support you.
