April 3, 2025

Investment Strategy Quarterly – April 2025: Markets on the Clock

by Ewen Emmerson

in Insights Research

The second Investment Strategy Quarterly of 2025 takes the lid off some of the big themes in global investments at the moment, including the Trump effect across tariffs, deregulation, deportations and more, as well as options for UK market resilience in the face of challenging times. We also take a look at potential strategies for Europe and the case for industrial metals.

Featured in this issue:

• The Five Key Themes to Watch in the Second Trump Administration
• Tariffs, Deportations and Deregulation
• UK Stock Market Resilience In A Challenging Environment
• A Turning Point For Europe
• Is the Golden Rule Overrated? A Case for Industrial Metals

Investment Strategy Quarterly – April 2025: Markets on the Clock