Q1 review of our Offshore Aven funds
- Aven
- Jun 5
- 2 min read
Global Investing: The Q1 Adventure!
Grab your boarding pass—Q1 2025 took investors on a bumpy but intriguing journey through the economic clouds, political turbulence, and pockets of sunshine.
📉 Markets Took a Dip—But Not a Dive
Global Equities: Faced a rough patch—US stocks took a hit (thanks, tariffs and inflation fears), while Europe danced to a stronger beat.
S&P 500 down -4.27%. while Euro STOXX 50 soared over 12%!
Gold was up a shiny +18.21% everyone loves a safe haven when things get spicy.
🔍 Big Themes:
"End of US Exceptionalism" – America’s not the only game in town anymore.
Tariff Turmoil – Welcome to Trade Wars 2.0!
China Slowdown – Exports slowing, property woes still hanging around.
Inflation Risks Rising – Especially in the US, with stubbornly high expectations.
Markets aren’t pricing in a recession… yet.
💼 Aven’s Tactical Moves:
Holding onto bonds and global equities—but with selectivity.
Watching valuation gaps and sniffing out opportunity beyond the US (EMs and Europe are getting interesting).
Inflation-protected assets and gold are in the toolkit, just in case things heat up.
Variety in strategies from the underlying managers
🛠️ Portfolio Snapshots:
Cautious Tracker: Smooth sailing with steady performance. Targeted stable capital growth.
Moderate Tracker: Balanced ride—some bumps but aiming for average long-term gains.
Moderate Aggressive Tracker: Buckled up for growth—weathered the storm with eyes on the long runway.
🎯 The Final Takeaway:
📌 Volatility is here to stay.
📌 Interest rates may trend lower.
📌 Inflation? Still lurking.
📌 Recession? Not yet—but keep your seatbelt fastened.
📈 Long-term investors: stay the course.
If you wish to dive deeper and read the full review click here.
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