Wasatch Global Value Fund Q2 2025 Commentary

2025-08-11 13:58:00 ET

Overview

The second quarter saw a torrent of macro news that impacted markets including shifting tariff plans and ongoing conflicts in Ukraine and the Middle East. Stocks fell sharply early in the period following the announcement by President Trump of U.S. tariffs that were far higher than anticipated. As market turmoil mounted, Trump placed a 90-day pause on his tariff plan, leading to a rebound in stocks. The rally continued as the quarter progressed as data indicated that growth, inflation and earnings all remained on track despite the uncertainty around trade. In addition, investors increasingly came to anticipate that the U.S. Federal Reserve would resume cutting interest rates later in the year....

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