Investment Insights April 2025

Recent announcements on tariffs by the US administration have sparked escalating trade tensions, resulting in a sharp decline of the S&P 500 and Nasdaq. In this edition of Investment Insights, we break down the ripple effect of the geopolitical landscape unfolding in 2025 and what it means for investors.

Mercer’s Investment Portfolio Manager, James Wilson, shares insights from Mercer’s global network of investment experts covering:

  • The US administration's influence on current trade wars and the impact on investment markets.
  • The launch of DeepSeek and the resulting volatility in the AI tech space.
  • Potential challenges and emerging opportunities that investors should know. 
This information has been prepared by Mercer (N.Z.) Limited for general information only. The information does not take into account your personal objectives, financial situation or needs.

02 May 2025