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Investment Outlook 2025 Quarter 3

James Monk

James Monk - Investment Director Fidelity International

As much of the trade friction has simply been deferred, we can expect more volatility induced by trade negotiations, so many eyes remain on the US-China trade relationship, particularly with the President’s brand of poker or deal-making.

While we have seen policy fluctuation from the US and a pull-back on Environmental, Social and Governance (ESG) risk and Diversity, Equity and Inclusion (DEI) initiatives, 
as pension investors with a long-term investment horizon, these tools continue to offer value over the long term which will far outlast Trump’s presidency. As a result, FutureWise continues to be focused on ESG integration and Net Zero progress.