2025 Q2 Outlooks

Alex Brandreth
Luna Investment Management
Luna
Market volatility has picked up significantly over recent weeks due to the rolling out of tariffs from the US and subsequent retaliations. It is important to remember that volatility works in both directions! We are getting announcements on wars/tariffs almost daily and whilst currently these are escalating, it is not without possibility that they could deescalate quickly too. This is why markets will continue to be volatile in both directions. This is across asset classes (bonds/equities/commodities etc) and regions (Europe, China, US etc). As and when we see opportunities we will take advantage of this short term volatility with our focus on delivering long term returns


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