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Episode Description
Volatility has been the major theme in investment markets during the first six months of 2025, but is that likely to continue?
On this episode of the Friends With Money podcast, Money’s Tom Watson is joined by Jonathan Shead, Australian head of investments at State Street Investment Management, to discuss the recent performance of equity and fixed income markets and take a look at the months ahead.
01:52 Volatility, macroeconomics and geopolitics
05:48 Equity market performance
08:54 Fixed income insights
11:06 Gold analysis
13:51 Future forecast
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