Quarterly Investment Review: Q2 2025

What can we expect from Q2 2025?

Antony Kelsey, Managing Director - Asset Management, interviews Senior Portfolio Manager Sean Mills about the last three months of market activity and what we can expect from the months ahead. 

Disclaimer: The views, thoughts and opinions expressed within this video are those of the speaker(s), and not those of Capital International Group Limited (Group) and/or any of its subsidiary companies and as such are neither given nor endorsed by the Group or any company within the Group. Information in this video does not constitute investment advice or an offer or an invitation by or on behalf of any company within the Group to buy or sell any product or security or to make a bank deposit. Any reference to past performance is not necessarily a guide to the future. The value of investments may go down as well as up and may be adversely affected by currency fluctuations. The Group, its subsidiary companies, clients, and officers may have a position in, or engage in transactions in any of the investments mentioned. Opinions constitute views as at the date of issue thereof and are subject to change.

Regulated investment activities are undertaken by Capital International Group Limited's licensed subsidiary companies. Capital International Limited and Capital Financial Markets Limited are licensed by the Isle of Man Financial Services Authority. Capital International Limited is a member of the London Stock Exchange. Capital International, Capital International Asset Management, and Capital International Investment Platform are trading names of Capital International Limited. Capital International is a trading name of Capital Financial Markets Limited. CILSA Investments (Pty) Ltd (FSP No. 44894) trading as Capital International SA, is authorised by the Financial Sector Conduct Authority in South Africa. Capital International (Jersey) Limited is regulated by the Jersey Financial Services Commission. Capital International and Capital International Asset Management are trading names of Capital International (Jersey) Limited. Capital International (Jersey) Limited (FSP No. 51164) is authorised by the Financial Sector Conduct Authority in South Africa.