INSIGHTS & NEWS
Q2 2025 BIM Review
2Q25 | FOG OF UNCERTAINTY NOT COMPLETELY LIFTED, BUT THINNING OUT
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INVESTMENT ENVIRONMENT The U.S. trade agenda highly influenced markets. Initial tariff threats stoked fears of a trade war. The subsequent de-escalation was favourably received. |
EQUITY MARKETS Tariff reprieve sends equities higher following an early quarter stumble. Cyclicals and trade exposed names led the charge off the bottom. |
FIXED INCOME MARKETS Long yields move higher as corporate spreads tighten further. Although slowing, most economic data shows limited impact from trade tensions for now. |
