Quarterly Market Commentary March 2025
Our Quarterly Market Commentary for March 2025 analyses how the global investment markets, world economies, and geopolitical trends are shaping up.
Welcome to the March 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.
Global markets displayed mixed performance in the past three months, shaped by various macroeconomic factors, adjustments in monetary policy, and geopolitical developments which have led to global uncertainties.
Across the board, despite the FTSE 100 initially showing some resilience and North America initially seeming more optimistic, equities in general have exhibited mixed performance.
The bond markets also reflected cautious investor attitudes globally, whilst commodities exhibited varied performance during the period.
Looking ahead, global markets remain delicately balanced. The interplay of opportunities in sectors such as technology and energy efficiency, coupled with challenges like persistent inflation and sluggish economic growth, will be critical.
Internationally, markets may gain additional clarity in the coming months from central bank actions and ongoing developments across Europe and Asia, indicating a cautious yet strategic approach for investors navigating these uncertain conditions.
In summary, the developing trends suggest a complex landscape for global markets for the remainder of the year. Trade tensions, particularly with the US imposing tariffs, will likely continue to disrupt export heavy industries in the Eurozone, Japan, and Asia ex-Japan.
The ongoing geopolitical standoff involving the US, Russia, and Ukraine adds another layer of uncertainty, with potential implications for global energy markets, supply chains, and overall investor sentiment. Any escalation could worsen supply disruptions, particularly in energy and raw materials, leading to volatility in commodity markets and further increasing costs for manufacturing and transport-dependent industries.
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 Mar 2025