Midyear outlook 2025 – Navigating markets amidst an uncertain investment climate - Seguridad Mania.com - España y América Latina

This year has been shrouded in uncertainty, with volatility evident across global markets. Following President Trump’s tariff announcements, investors witnessed falls in US equity markets, quickly followed by a significant rebound. In Europe and the UK, equities look set to reverse some of their significant underperformance against the US in the last decade. European equities are enjoying a revival thanks to macroeconomics and attractive valuations. The relaxation of Germany’s debt brake has raised yields in Europe, whilst in the US the perceived economic slowdown led to a fall in yields earlier in the year. But again, we saw a reversal following the announcement of the pause in reciprocal tariffs and concern about the level of the fiscal deficit, with spreads being increasingly tightened. With this backdrop, please join Columbia Threadneedle Investments’ Global Chief Investment Officer, William Davies, and Head of Multi-Asset Solutions for EMEA, Paul Niven to hear how they are navigating the uncertainty and volatility, as well as the opportunities that the retracement and decoupling present to investors.