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Investment style report – the winds of change: Navigating a volatile mid-year market

by | Jul 8, 2025

As we move into the second half of 2025, investors find themselves navigating a market environment shaped by contrasting signals—economic resilience on one hand, and persistent uncertainty on the other. With inflation appearing to plateau but central banks staying cautious, portfolio strategies are evolving to reflect the new reality. In this mid-year edition of our Investment Style Report, we explore how shifting macro trends, style rotations, and renewed interest in fixed income are influencing asset allocation—and how GSI and Mitchell & Mitchell are positioning portfolios to weather the crosswinds.
Global Markets at a Crossroads

As we reach the halfway point of 2025, global markets are caught between optimism and caution. Inflation rates across developed economies have largely stabilised, but central banks remain wary of declaring victory. In the UK, the Bank of England held interest rates at 4.25% this month, citing persistent wage inflation and ongoing geopolitical uncertainty as reasons to remain vigilant.

Across the Atlantic, the Federal Reserve has taken a slightly more dovish tone, with market participants now pricing in a possible rate cut by Q4. This transatlantic divergence is creating ripples across equity and currency markets.

 

Style Rotation: Defensive with a Dash of Growth

Investors have responded by shifting their allocations. While early 2025 saw a tentative resurgence in growth stocks—particularly in AI and tech infrastructure—the last two months have seen a rebalancing towards more defensive sectors such as healthcare, consumer staples, and utilities. Dividend-yielding equities, long overlooked in the shadow of high-growth tech, are once again in fashion.

At GSI and Mitchell & Mitchell, our Compass and Atlas ranges remain rooted in disciplined diversification. However, we’ve made slight tilts in some portfolios towards quality value stocks and global infrastructure—assets we believe offer resilience and modest growth potential even in the face of choppy macro waters.

 

Bonds: Back in the Frame

With interest rates likely to remain higher for longer, fixed income is regaining relevance. Gilts and global government bonds are offering yields not seen in over a decade. But selectivity is key. Credit spreads remain tight, and not all issuers will fare equally well if economic growth stalls later this year.

 

Currency and Commodities

Sterling has held firm against the euro and dollar, supported by solid employment data and a relatively stable political backdrop. Meanwhile, commodity markets—particularly oil and precious metals—have been volatile, driven by renewed tensions in the Middle East and ongoing supply chain frictions in Asia.

 

Investor Behaviour: A Return to Fundamentals

Perhaps most encouragingly, we’re seeing more clients return to a long-term mindset. The rollercoaster of the past few years—pandemic, inflation, war—has taught many that ‘timing the market’ is no match for ‘time in the market’. This philosophy remains at the heart of everything we do at GSI: plan well, live happy.

 

Disclaimer

This content is for information purposes only and does not constitute financial advice. All clients should seek personalised, regulated advice before making financial decisions. Investment values can fall as well as rise, and past performance is not indicative of future results.

 

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