Mid-Year Perspectives 2025: Cutting Through The Noise

2025-06-05 07:09:00 ET

Summary

• After one of the most volatile stretches in recent memory, the middle of 2025 offers an important moment to pause and take stock.
• Over the past few months, forecasts have been made and revised, policy announcements have been introduced and then walked back, and markets have swung between fear and optimism.
• While there is cyclical risk associated with the U.S., the structural investment case—which has driven outperformance in recent years—remains compelling.

By Seema Shah

After one of the most volatile stretches in recent memory, the middle of 2025 offers an important moment to pause and take stock. Over the past few months, forecasts have been made and revised, policy announcements have been introduced and then walked back, and markets have swung between fear and optimism. Whiplash isn’t just a metaphor—it’s the lived experience of investors trying to make sense of it all....

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