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Mid-year market update (2025)

July 22
16 mins

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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 

#friendswithmoney #tomwatson #jonathanshead #investing #markets

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