Markets and Economy Putting markets into perspective as Middle East tensions escalate
Geopolitical uncertainty immediately triggered a flight to "safe haven” assets, but the US dollar was largely unaffected.
June 16, 2025
2025 midyear investment outlook: The global reset
While policy and economic uncertainty are high, we are confident in our base case that non-US assets are increasingly attractive.
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Points de vue les plus récents
Markets and Economy 2025 midyear investment outlook: The global reset
While policy and economic uncertainty are high, we are confident in our base case that non-US assets are increasingly attractive.
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As tariffs were announced, rescinded, invalidated, and reinstated, the US financial markets and economy have shown remarkable resilience.
June 2, 2025
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