Looking Back At Equity Factors In Q2 2025 With WisdomTree

2025-08-06 04:45:00 ET

By Pierre Debru

Global equities powered through the second quarter of 2025, as a 90-day pause on fresh U.S. "reciprocal tariffs" reignited risk appetite and helped the MSCI World Index return 11.5%. The MSCI USA returned an almost identical 11.2%, while emerging markets ((EM)) benefited strongly as well, at 12.0%. Europe, on the other hand, faltered after a strong start, with 2.5%. Q1's rally left the year-to-date (YTD) scorecard at 9.5% for world equities, 6.1% for the U.S., 8.5% for Europe, and 15.3% for EM....

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