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Is now the right time to buy Europe with valuations cheap and corporate growth prospects on the up?  Watch this Asset TV Masterclass with Bhavneet Ahluwalia, Investment Specialist, to find out how active fund managers are picking stocks against a backdrop of human conflict, market volatility and Trump's tariffs.  Discover why mid-caps are back and how previously unloved sectors like defense, materials, and chemicals are making a comeback. 

In early 2025, markets faced volatility, geopolitical shifts, and sector rotations. However, dividend growth investing remained a steady strategy, emphasising income and capital growth, according to Stuart Rhodes, Global Equity Income Fund Manager. While portfolios were adjusted for resilience and opportunity – balancing tech exposure with defensive quality – flexibility and valuation discipline guided decisions amid uncertainty, aiming for long-term, sustainable returns.  

The first six months of the second Trump administration have seen elevated volatility across equity, fixed income and currency markets. While US levies remain lower than announced on ‘Liberation Day’, the effective tariff rate is still historically high, as is broader economic uncertainty.

After enjoying a powerful rally in recent years, AI and technology stocks have had a volatile start to 2025. Concerns about the impact of tariffs, growing competition, and the uncertain pace of AI adoption have evolved to be key issues for this critical sector. Following the latest quarterly earnings season, fund managers Jeffrey Lin and Thomas Lee reveal some of the key developments in the AI landscape and explain why they are optimistic about the potential growth and innovation in the sector. 

Guy de Blonay discusses the outlook for global financial equities, including the impact of US trade policies, where he sees the best opportunities and the biggest risks.

European equities have caught investors’ attention this year, as an increasingly uncertain geopolitical and economic backdrop has taken hold. Our International Equities team explains how Europe’s response to this uncertainty is creating an optimistic outlook for the region’s stock market.

In this video, Newton global income portfolio manager Jon Bell considers some of the forces shaping global equity markets 100 days into Donald Trump’s second tenure as US president.