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Posted by
Two Blokes 8 hours ago -
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General
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#TwoBlokesTrading
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Q2 2025 saw a reversal of many first quarter factor trends as the general malaise surrounding US tariff policy impact seemed to moderate, the global tech rally resumed, and equities were up broadly. After lagging steeply in several regions in Q1, Momentum outperformed in 5 of 6 regions in the quarter, as risk-on sentiment returned to markets and the global tech rally resumed.
