22 July 2025
The comeback of active management? Why 2025 could be a turning point – Download Chart of the week
The Market Place – Download Market Data
- US markets remained cautious as investors weighed rising inflation, potential Fed rate cuts, and political pressure on the central bank, while awaiting earnings and watching trade tensions escalate.
- The UK is aggressively deregulating and modernising its financial sector to drive growth and attract investment – even as stability buffers remain strong and global uncertainty ticks up.
- EU markets are grappling with external trade threats while core infrastructure remains resilient; policymakers are balancing inflation containment with currency-driven growth pressures.
- Japan’s ruling coalition lost upper house control, weakening Prime Minister Ishiba, while China’s rare earth magnet exports to the US surged post-trade deal.
