Investment Update: Market commentary Q2 2025

As we take a look on the past quarter, it’s clear that global markets have been navigating a complex and evolving landscape. Our latest investment update covers key developments for the quarter, as it’s clear that global markets have faced a mix of challenges and changes.

In this update our Head of client experience, Charlotte Taylor-St.Ruth sits down with our Head of investments, Mashud Rahman to discuss:

• • Trade and tariffs: The quarter began with renewed trade tensions, particularly around Donald Trump’s tariff policies. A 90-day pause and progress in global negotiations helped ease market pressure.
  • Global tensions: Conflict in the Middle East, including Israeli strikes on Iran, caused oil price fluctuations, but overall, portfolios that are spread across different regions handled it well.
  • Inflation & interest rates: Prices are still rising slightly faster than expected in the US and UK. In Europe, they’ve dipped a bit, which could mean slower growth. Interest rates haven’t come down much yet, as governments try to manage growth.
  • UK economy: The UK’s economy showed slower growth recently. In response, the government is encouraging people to invest rather than keep money in low-interest savings—something mentioned in the Chancellor’s recent speech.
  • Our investment approach: We’re continuing to focus on spreading investments across different areas (diversification). While things are still uncertain, we aim to remain resilient in uncertain times.

Why staying invested matters more than ever

We’re also sharing a timely reminder about the importance of long-term investing. In our recent blog, we explain why trying to predict market highs and lows often leads to missed opportunities and lower returns.

Instead, staying invested—especially during turbulent times—has historically delivered the best outcomes. It’s a powerful reminder that time in the market beats timing the market. You can read more here.

Should you have any further questions or enquiries, please do not hesitate to reach out to your financial planner.