The second quarter of 2025 was one of the most eventful in recent history, in terms of both markets and news flow. But despite the chaos, almost all major asset classes ended the period in positive territory. We unpack the three key themes for the quarter which drove the turbulence and the bounce-back.

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Tariffs, Deficits and Geopolitical Unrest – Three Key Themes from an Eventful Q2

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