The Quarterly Edit: Q1 2025

In summary

Welcome to the Q1 2025 edition of The Quarterly Edit. This issue brings you the latest insights and contributions from our team, reflecting on a quarter marked by significant events and some strategic adjustments.In our latest ‘Quarterly Edit’, we touch on six themes that we hope will provide you with an overview that supports informed decision-making and helps you understand some of the complexities in financial markets. These themes range across tariffs, geopolitics and inflation linkages, defence spending, megacap technology stocks, US economic and stock market exceptionalism, and last but by no means least, China.