Education Hub.
MARCH 27, 2025
Light at the end of the tunnel
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LinkedinVantage Capital House View – 2Q 2025
Light at the End of the Tunnel
In our latest House View, we explore the shifting investment landscape heading into the second quarter of 2025. Despite recent equity selloffs and heightened market volatility, we believe key tailwinds are emerging—falling inflation, approaching rate cuts, and resilient earnings.
This edition highlights actionable opportunities across equities, fixed income, and alternatives, with a strong emphasis on disciplined diversification and quality assets.
Explore our macro outlook, core convictions, and asset allocation views designed to help investors navigate uncertainty and capture long-term value.
