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Monthly Investment Insights

What does the investment landscape look like, what are the key issues facing investors, how are they expected to be resolved and what asset classes are best positioned?

April 2025

Market Assessment

Key developments

Erratic US policymaking weighs on both market and economic confidence, with further tariffs expected on April 2
Europe steps up as Germany unveils historic fiscal stimulus and the EU exempts defence spending from deficit limits
Policy uncertainty weighs on US stocks while the beneficiaries of Europe’s pivot to infrastructure and defence perform strongly

Monthly Key Points: April 2025

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