Insights
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Global Asset Allocation Team Market Update – July 2025
The second quarter ended on a bright note on the back of easing tensions on both the trade and the geopolitical fronts.
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Global Asset Allocation Team Market Update – June 2025
In May, trade headlines once again dominated financial markets – albeit in a relatively positive light as signs of simmering tensions were met with a revival in risk appetite.
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Global Asset Allocation Team Market Update – May 2025
In April, financial markets were whiplashed by a flurry of headlines on the trade front. While “Liberation Day” was met with sweeping tariff announcements, the trade war between the United States and China escalated with tit-for-tat levies.
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Global Asset Allocation Team Market Update – April 2025
The first quarter ended on a softer note, with President Trump’s disruptive trade proposals and mounting stagflation fears driving investors out of risky assets.
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Global Asset Allocation Team Market Update – March 2025
Risk appetite deteriorated and financial markets were mainly in risk-off mode in February, with mounting risks of a trade war injecting some volatility into the marketplace and weighing on investor sentiment.
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