July 2025: Investment Markets Webinar

Investment Markets Webinar 16th July 2025 Compass Private Wealth

In this Webinar, Patrick Holohan and Robert Smith discuss Investment Markets in the current environment against the backdrop of US tariff, Geopolitical and Inflation concerns.

There was a particular focus on the following topic points:

1. Equity Markets across Europe, Asia and the US

2. Bond Market outlook and volatility in light of the evolving TACO (Trump always chickens out) Tariff Trade.

3. Alternative Market performance of late due to Dollar depreciation.

4. Current Market pricing/value.

5. The US Big Beautiful Tax Bill and its impact on US consumers.

Please contact us if you would like a copy of the Presentation slides from this meeting.