Is there any hope after a tough quarter for investors?

If you look at the headlines, you’d be forgiven for thinking that the outlook for investors is all doom and gloom. Continuous geopolitical tensions, President Trump’s trade tariffs, and DeepSeek’s arrival on the AI scene have already rocked markets in 2025. But what does the future really hold for US equities? Is a diversified approach the best choice for investors? Is there any optimism that things will get better? Michael Toolan & Richard Larner, Co-Chief Investment Officers, look at the key factors that will shape investment strategies and markets for the rest of the year.