Published On: June 27th, 2025Categories: Strategy
The global investment landscape enters 2H25 shaped by elevated macro volatility, fiscal tensions, and persistent geopolitical shocks. In this environment, we advocate a cautious but diversified approach – tilting toward high-quality credit, selective equity exposures, and real assets. With the Fed trapped between inflation risks and political pressure, and energy markets still fragile despite a tentative ceasefire in the Middle East, strategic positioning matters more than ever. Read our latest report for detailed insights across asset classes.
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