Watch our investment partners share their views on the factors that have influenced UK, US, European, and fixed income markets in 2025 and what the future may bring.
European (ex UK) equities
Marcus Morris-Eyton describes how European equities rebounded in 2025, driven by resilient earnings, fiscal support, and value in tech and industrials – despite currency and political headwinds.
UK equities
Andy Gray highlights a strong first half for UK equities, dominated by policy shifts, takeover trends, and buybacks, and why the UK market could shine in the next six months and beyond.
Fixed income
George Curtis observes fixed income delivered strong returns in H1, despite volatility, with resilient fundamentals driving a preference for credit over government bonds, and Europe over the US.
US equities
John Bailer talks to volatility defining the first six months of the year, but with hopes of strong performance and optimism for value stocks, financials, and manufacturing setting the stage for H2.
Investing in uncertain times
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.
To support you and your clients, we have curated a range of resources to support you.
