Institutional Investing / Macro Insights

Q1 2025 Executive Summary

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

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For global equities, Q1 was a tale of two halves, capped by early April’s sharp selloff over President Donald Trump’s reciprocal tariff announcement. Despite the up-and-down ride, Europe and Asia saw a much different first quarter than US markets.

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