Quarterly Market Update March 2025 - Liberation day and what this means for markets
Автор: Perpetual Limited
Загружено: 10 апр. 2025 г.
Просмотров: 518 просмотров
In the video, we delve into these themes whilst also considering areas that are looking increasingly attractive in this new paradigm (such as Europe). Before covering the outlook for inflation, interest rates and income, discussing the appropriate mindset to bare when thinking of portfolio positioning in times like these.
00:00 Introduction
00:17 Look back at markets in Q1
1:22 Liberation Day
3:47 Impact of tariffs on Australian economy
5:36 Income, inflation and interest rates
9:35 European economic update
11:33 Impact on portfolios

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