27 JUNE 2025
In this Quarterly Macro Briefing, Roger and Peter discuss the recent resilience of markets and their V-shaped recovery in the face of ongoing economic and geopolitical uncertainty.With the dominant theme remaining the Debt Supercycle, they argue the US Treasury market will likely determine the path for most asset classes in the second half of the year.
It was filmed on 23rd June 2025.
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Paul and Roger on geopolitical risks, market opportunities and how portfolios are positioned ahead
Discussion on the unrest in the Middle East
Peter and Roger assess how the Iran conflict could affect the world economy and markets,…
