Investment Quarterly - Certain About Uncertainty

June 30, 2025 | Stephen Price


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Markets are often said to “climb a wall of worry.” If that’s so, there looks to be a lot of climbing left. Major equity markets could continue to make new highs amidst continued policy and geopolitical uncertainty, as long as trade uncertainty doesn’t bring the prospect for a U.S. recession back onto the table.

Inside this quarters newsletter you will find:

  • Market overview
  • Given gold's strong performance over the past year, we update the case for owning gold and whether investors should still be allocating to the precious metal.

Read the full newsletter

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Markets