Investment update H2 2025

The first half of 2025 has been marked by rising uncertainty, from escalating geopolitical tensions and trade disputes to the collapse of the Dutch coalition government. These developments have increased the number of known unknowns” affecting both global and domestic economic outlooks. In such an environment, the value of stable, low-risk investments becomes even more apparent.

In our H2 2025 investment update, portfolio manager Rajesh Sukdeo provides insights into macroeconomic developments, the housing market, and the asset class itself.