MASECO - 'In Conversation With'
Attempting to 'make the arcane more approachable', the MASECO 'In Conversation With' series explores recent events in markets – reflecting on some of the thoughts and questions we regularly get asked by MASECO clients. Bringing our expert insight to the fore, each episode endeavours to makes sense of this singular period, as seen through the lens of the global investment landscape.
MASECO - 'In Conversation With'
‘In Conversation With': Market Update Q2 2025
In our latest video podcast episode of our ‘In Conversation With’ series, MASECO’s Chief Investment Officer, Damian Barry, and Senior Wealth Manager, George King, unpack the key themes that shaped the second quarter of 2025.
Within this video podcast (which can be watched on YouTube or listened to on Apple and Spotify podcast channels), Damian and George explore the significant market volatility experienced over the quarter, largely driven by policy uncertainty from the US administration and increasing geopolitical tensions across regions such as the Middle East. While this created a sense of unease, markets ultimately remained resilient, with a recovery that highlights the importance of staying focused on long-term fundamentals.
The conversation also covers the weakening of the US dollar, which was down around 10% in the first 6 months of the year against the euro and sterling, and what that has meant for client performance when translated into different currencies.
Damian and George reflect on how diversification and a long-term perspective helped navigate the chaos and deliver positive client outcomes. In addition to this, they also delve into the psychological side of investing and touch on behavioural finance, including how investors typically respond to market highs and lows, and the dangers of attempting to time the market. The episode offers timely reminders on why staying invested, especially during volatile periods, often leads to better long-term results.
Please read this page before proceeding – The Legal Stuff:
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- The information in this video is not intended to be relied upon as a forecast or research. The podcast is provided for information purposes only.
- Although the information is based on data which MASECO considers reliable, MASECO gives no assurance or guarantee that the information is accurate, current, or complete and it should not be relied upon as such.
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- Past performance is not a reliable indicator of future results.
MASECO LLP (trading as MASECO Private Wealth and MASECO Institutional) is established as a limited liability partnership under the laws of England and Wales (Companies House No. OC337650) and has its registered office at The KODAK Building | 11 Keeley Street | London | WC2B 4BA. The individua...