Top Investment Themes Across UK, USA & Canada in 2025
Top Investment Themes Across UK, USA & Canada in 2025 Published: July 25, 2025 1. 📊 Market Drivers: Expectations Around Trump 2.0 & Central Banks → Investor sentiment and volatility With markets pricing in Trump 2.0 , investors are bracing for a wave of volatility tied to tariff policy , regulatory shifts , and geopolitical risk . Safe-haven assets like US dollar , gold , and crypto remain in focus as geopolitical uncertainties rise. Business Insider +5 Professional Wealth Management +5 Investing.com Canada +5 In the UK , investor attention is on interest rate cuts expected soon. Economists project the Bank of England may lower rates from 4.25% to ~4% in August, potentially reaching 3.75% or even 3.5% before year-end. MoneyWeek Why it matters Policy uncertainty pushes markets toward diverse asset exposure Fed and central bank decisions shape risk appetite Strategic shifts between equities and safe havens based on policy signals 2. 🤖 AI & Intell...