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Global equities, as measured by the MSCI ACWI Index, finished in positive territory in the third quarter of 2025.
In recent quarters, we predicted the political and policy environments could get quite interesting.
A summary of our key perspectives.
Risk assets continued their ascent during the third quarter.
A surprisingly sharp downward revision in U.S. job growth enhances the likelihood that the FOMC will reduce the federal-funds rate.
Global equities, as measured by the MSCI ACWI Index, rose sharply during the second quarter of 2025.
Businesses, households, economists, central bankers, and investors are firmly in wait-and-see mode.
Markets scaled a wall of worry in the second quarter of 2025—geopolitics took center stage from tariff turbulence, while equity markets rallied sharply from the post “Liberation Day” lows.
Today, more than ever, we encourage diversification across geographies as well as across sectors and asset classes.
Central banks navigate fluctuating U.S. trade policy.
