Shaken, Not Deterred | 2Q Macro & Markets Insights

Capital Markets

2025 is underscoring time-tested investment advice thus far as the economy has remained remarkably stable.

Author

Investment Strategy Group

Key Takeaways

Despite concerns over slowing, the economy has been remarkably stable. More data is needed to confirm the trend, but resilience seems to have justified the market’s rally.

Once the administration paused many of the tariffs, markets appropriately rallied. Additional positive signals made us comfortable that the worst was behind us.

Non-US equities have gone from being the most hated asset class to one where many investors are rethinking their exposure.

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Shaken, Not Deterred | 2Q Macro & Markets Insights

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Shaken, Not Deterred | 2Q Macro & Markets Insights

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