Monthly Investment Insights
What does the investment landscape look like, what are the key issues facing investors, how are they expected to be resolved and what asset classes are best positioned?
May 2025
Market Assessment
Key developments
- US tarrifs on imported goods reach a 100-year high, despite some recent softening in stance by policymakers
- Markets recover due to softer rhetoric emerging, but risk reward in stocks and credit appears inadequate
- Consumer and CEO confidence tumble as outlooks for the economy and earnings become opaque
Monthly Key Points: May 2025
Video, 04:54 min
A short monthly video that gives our take on the three most important developments from an economic & market perspective and is designed to support our Investment Insights publication.
Watch the video in: German, Spanish (Spain), Portuguese (Portugal)
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