Quarterly Market Commentary June 2025
Our Quarterly Market Commentary for June 2025 analyses how the global investment markets, world economies, and geopolitical trends are shaping up.
Welcome to the June 2025 issue of Quarterly Market Commentary from Kellands. Our Quarterly Commentary examines in some depth the developments and growth trajectories of all the major global markets – UK, Eurozone, US, Japan, Asia, Emerging Markets and Global Bonds.
The last quarter saw significant challenges faced by the global economy. A major influence during this period was President Trump’s sweeping tariff measures. These tariffs not only altered supply chains but also intensified inflationary pressures in certain markets, compelling businesses to reassess their strategies for maintaining competitiveness amidst rising costs and reduced demand.
Monetary policy played a crucial stabilising role throughout this period, with central banks adopting measured strategies to address evolving economic uncertainties.
Global equity markets reflected the diverse economic landscape, presenting a blend of resilience and vulnerability. Technology and defensive sectors, such as consumer staples and utilities, emerged as standout performers, bolstered by stable demand and innovation. Conversely, the energy and industrial sectors faced challenges due to weaker commodity prices and disrupted supply chains.
The economic outlook during these three months was cautiously optimistic but tempered by significant challenges. The easing of headline inflation, driven by stabilising energy and food prices, provided some relief; yet persistent core inflation and ongoing geopolitical tensions continued to cast shadows over global growth prospects.
For policymakers, investors, and business leaders alike, the period from March to May 2025 highlighted the necessity for adaptability and foresight.
Against this backdrop, our quarterly analysis looks to provide a better understanding of recent global market conditions, to help provide investors with valuable insights as they plan for the months ahead.
Please feel free to read or download our latest Quarterly Market Commentary by clicking on the link below.
Kellands will continue to keep you updated on market developments on a regular basis. However, if you have any questions or need some financial advice in the meantime, please do not hesitate to get in touch.
Download Quarterly Market Commentary June 2025