Video: Markets in perspective

Perspective

With a turbulent second quarter now behind us, Head of Market Analysis Janet Mui reflects on the key lessons learned and shares insights on what markets might anticipate in the months ahead.

10 July 2025 | 1 minute read

Key highlights

  • Resilience prevails: Despite trade wars, geopolitical conflicts, and an AI arms race, markets defied fears in Q2 2025, reaching record highs through resilience and opportunity.
  • Lessons in volatility: Escalation-de-escalation cycles in trade and geopolitics revealed critical investment opportunities, reminding us that calm and strategy often triumph over knee-jerk reactions.
  • The future is tech: The AI arms race intensified, reshaping global markets and cementing technology as the driving force behind future innovation and investment potential.

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