The article is live here: https://intelligentpensions.com/investment-view-may-june-2025/
Read your May/June 2025 Investment View for a full review of how the markets have performed in President Trump’s first 100 days in office.
Since the Investment View was published, April’s tariff announcements from the Trump administration initially unsettled global markets. While some agreements and delays have eased immediate pressure, the situation remains fluid and unpredictable.
The US economy has yet to show consistent signs of recovery, and uncertainty around policy direction continues to weigh on investor sentiment. The outlook remains cautious, with markets likely to stay sensitive to further developments.