eToro's Quarter 2 Investment Outlook: Investing in The Trump Era

Digest & Invest by eToro | Insights on Trading, Markets, Investing & Finance

🎙️ Investing in The Trump Era: China Stimulus, Europe’s Rally & Tech’s New Frontier.
📈 Welcome to the Quartey House View from eToro! In this Q2 2025 outlook, our analysts discuss the current investment landscape, highlighting the performance of various asset classes, the impact of economic policy uncertainty, and the rotation of investments beyond mega-cap stocks. They emphasize the significance of China and Europe in the market, the role of technology and AI, and the importance of being selective in investment strategies for 2025.
Key takeaways;

• China’s Strong Start – Stimulus-fueled gains that could redefine regional and global asset flows.
• Europe’s Upswing – Discover how supportive policies and improving valuations are creating potential entry points.
• Tech Under the Microscope – Underperformance of mega-caps, AI breakthroughs, and what they mean for your portfolio.
• Policy Uncertainty – Learn why macroeconomic policy changes may keep investors on edge this quarter.
• Selectivity & Diversification – Why mid-caps and emerging sectors like biotech continue to gain traction.
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This communication is for information and education purposes only and should not be taken as investment advice, a personal recommendation, or an offer of, or solicitation to buy or sell, any financial instruments. This material has been prepared without taking into account any particular recipient’s investment objectives or financial situation, and has not been prepared in accordance with the legal and regulatory requirements to promote independent research. Any references to past or future performance of a financial instrument, index or a packaged investment product are not, and should not be taken as, a reliable indicator of future results. eToro makes no representation and assumes no liability as to the accuracy or completeness of the content of this publication.

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