The first half of 2025 was marked by persistent volatility, with shifting inflation dynamics, geopolitical tensions and diverging central bank policies.
As we move into the second half, multi-asset experts agree positioning for resilience is key, but opinions on what this looks like are split. Investors undergo 'buyers' strike' in June sending order values to two year low In equities, valuations look concerning in the face of uncertain trade policy, with the S&P 500 close to pre-'Liberation Day' highs. But while the UK and Europe offer relatively more attractive valuations, Darius McDermott, managing director at Chelsea Financial Services, noted "there are limited reasons to be ultra bullish from here", with the FTSE 100 nearing re...
To continue reading this article...
Join Investment Week for free
Signup and gain exclusive members-only insights - all free of charge!
- Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
- Get ahead of regulatory and technological changes affecting fund management
- Important and breaking news stories selected by the editors delivered straight to your inbox each day
- Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
- Be the first to hear about our extensive events schedule and awards programmes
