Navigating a post-globalisation world

2025 has been a turbulent year for investors so far, as geopolitical uncertainty and trade tariffs causing worldwide concern. Looking ahead to the second half of the year, global growth and inflation face potential challenges because of these trade measures, with disruptions affecting supply and demand. The Fed is weighing inflation pressures against signs of economic slowdown and is expected to be cautious. Equity markets are broadening, with growing opportunities in the US and globally. Value stocks are currently seen as more attractive than growth stocks and may perform better in a high-inflation...