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Institutional Investing / Macro Insights

Q2 2025 Executive Summary

Global equities proved a timeless truth about corrections in Q2, rebounding sharply from “Liberation Day”’s steep fall to finish June at new all-time highs. While the correction started in mid-February, the bulk of its drop and full recovery lived in Q2.

Second Quarter Market Perspectives Executive Summary. Inside, you will find a summary of market activity and our market outlook.

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