02 July 2025 -
Market commentary

The Quarterly Edit: Q2 2025

Matthew Cady

Matthew Cady

Investment Strategist

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In summary

Welcome to the Q2 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 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 tariff uncertainty, inflation and interest rates, AI investment, bank deregulation and geopolitical risks.

You can download The Quarterly Edit PDF here > 

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About the author

Matthew Cady

Matthew joined Brooks Macdonald in 2019 and has over 30 years’ experience in financial markets. Matthew is a member of Brooks Macdonald’s central research desk, which provides macroeconomic research and analysis. Matthew is a member of Brooks Macdonald’s Asset Allocation Committee, and is a Chartered Fellow of the Securities Institute.

Matthew has a first class honours degree in Financial Economics from Dundee University.

Matthew Cady

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