Market Commentaries   |   April 17, 2025

Q2 2025 Investment Outlook & Portfolio Strategy

Read our latest quarterly Investment Outlook and Portfolio Strategy document, providing a financial market recap for Q1 and our outlook for the next 12-18 months.

The growing prospect of a trade war is threatening to stagger global growth and push prices markedly higher. However, tariff-induced inflation limits the ability for central banks to come to the rescue.