July 4, 2025

Investment Strategy Quarterly – July 2025: Back to the Future

by Ewen Emmerson

in Insights Research

The latest Investment Strategy Quarterly considers the complexities of today’s markets while drawing insights from the past. This edition includes the historic and current impact of tariffs, asks if the US still holds its safe-haven appeal for investors, and examines energy costs and AI. Closer to home, we take a look at Labour’s first year in office.

Featured in this issue:

• Trade Talk and Tariff Truths
• Has the US Lost its Safe-Haven Appeal?
• Q&A: Rumours of the Dollar’s Demise are Exaggerated
• Mixed Fortunes After The Labour Party’s First Year In Office
• Section 899 Has Been Struck Out Of The US One Big Beautiful Bill Legislation

Investment Strategy Quarterly – July 2025: Back to the Future