Month: August 2025

Fact Sheet

Momentum Fact Sheet — July 2025

Markets remained stable in July 2025 despite trade uncertainty, as the US secured favorable tariff deals with Japan, the EU, and the UK, boosting its political and economic position. Strong US economic data, upbeat corporate earnings especially in AI and expectations of future rate cuts supported equities, with tech stocks

Viewpoint

Global Matters Monthly Viewpoint – August 2025

Despite the uncertainty created by Donald Trump’s looming 1st August deadline for completion of tariff deals, July proved to be a relatively benign month in markets. In large part this was due to rising optimism that most key deals would be concluded before month end, avoiding worst-case outcomes, optimism which