‘In Conversation With': Q2 2025 Market Update скачать в хорошем качестве

‘In Conversation With': Q2 2025 Market Update

00:00 Recent geopolitical developments and their effects on global markets 09:30 Currency fluctuations and portfolio performance 15:15 Key market drivers and the importance of thinking long-term amidst volatility 23:19 Is selling during market highs the best strategy? 28:22 Insights into investor behaviour In our latest video podcast episode of our ‘In Conversation With’ series, MASECO’s Chief Investment Officer, Damian Barry, and Senior Wealth Manager, George King, unpack the key themes that shaped the second quarter of 2025. Within this video podcast (which can be watched on YouTube or listened to on Apple and Spotify podcast channels), Damian and George explore the significant market volatility experienced over the quarter, largely driven by policy uncertainty from the US administration and increasing geopolitical tensions across regions such as the Middle East. While this created a sense of unease, markets ultimately remained resilient, with a recovery that highlights the importance of staying focused on long-term fundamentals. The conversation also covers the weakening of the US dollar, which was down around 10% in the first 6 months of the year against the euro and sterling, and what that has meant for client performance when translated into different currencies. Damian and George reflect on how diversification and a long-term perspective helped navigate the chaos and deliver positive client outcomes. In addition to this, they also delve into the psychological side of investing and touch on behavioural finance, including how investors typically respond to market highs and lows, and the dangers of attempting to time the market. The episode offers timely reminders on why staying invested, especially during volatile periods, often leads to better long-term results.