Quarterly Analysis on Macquarie Natural Resources Fund for 2025
In August 2025, the global markets showed a remarkable surge in growth, with the rally primarily driven by growth stocks. This positive market sentiment was largely due to the easing of tariff threats by the Trump administration, which reduced fears of escalating trade tensions.
The policy shift, spearheaded by the US Treasury Secretary, Scott Bessent, had a significant impact on the global market. The easing of the most severe tariff threats brought about a noticeable decrease in trade tensions, as indicated by the rally in global markets.
The improved business environment, in part due to the policy shift, contributed to the market rally. The overall economic outlook improved, as signaled by the market's strong performance during the quarter.
The policy change also boosted risk assets, with investors showing increased confidence in the global economy. The decrease in trade tensions provided a much-needed boost to businesses worldwide, fostering a more positive economic outlook.
In conclusion, the policy shift by the Trump administration in August 2025 played a crucial role in the global market's strong performance. The easing of tariff threats, the decrease in trade tensions, and the improved business environment all contributed to the rally in growth stocks and the overall positive sentiment in the global markets.
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