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As we reach the midpoint of 2025, the change we’ve witnessed since the start of the year is staggering and has translated into a high level of market volatility. We are in the middle of a fundamental restructuring of the geopolitical order that we’ve known since the end of World War II – politically, militarily and economically.
It’s become much harder to determine where to invest, over what period and what types of returns to expect. However, volatility presents opportunity for fundamental, bottom-up investors. It’s our job to identify compelling investment themes in any market environment. Here and in our Midyear Outlook report, we offer you an overview of those opportunities as we see them.
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