Mid-year outlook: what investors need to know
In our July 2025 Wealth insights webinar, we look at what has been a dynamic year so far and explore the factors likely to shape financial markets for the rest of the year.
Tariffs and trade-related issues continue to dominate headlines and affect market trajectories. Despite ongoing uncertainty, equities have rebounded from their April lows, and recent U.S. trade deals suggest a more cooperative approach moving forward.
But while recent market performance has been strong, the balance of risks for the global economy has softened, while concerns about tariff-related inflation have prompted North American central banks to put off previously expected rate cuts.
In the video, Manulife Investment Management Canadian Co-Chief Investment Strategists Kevin Headland and Macan Nia discuss how markets have unfolded over the first half of the year and share their thoughts on key themes for the remainder of 2025.
Topics covered include:
- The evolving tariff landscape and its impact on manufacturers
- Why corporate profits, not market sentiment, will likely be the main driver of stock prices moving forward
- The importance of diversification and active securities management in both equities and fixed income
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Should you wish to learn more about the topics presented or offerings on our platform, please reach out to your investment counsellor or a member of the Manulife Private Wealth team.
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Important disclosures
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