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July 2025 Outlook

by | Jul 20, 2025 | News | 0 comments

The July 2025 quarter has brought another period of change across the financial landscape, shaped by shifting monetary policy, political developments, and global market movements. Stock markets rebounded strongly after the postponement of certain US tariffs, with UK equities in particular catching renewed interest from international investors. The FTSE 100 has continued to climb, supported in part by the relative value of UK listed companies compared with other major markets. 

Within the broader environment, several long-term themes continue to draw attention. Defence spending across NATO remains on a multi-year trajectory, technological innovation is accelerating rapidly, and UK companies continue to play a significant role in income-focused strategies due to their traditionally higher dividends. Meanwhile, expectations of potential UK interest rate cuts later in the year have contributed to a more stable backdrop, even as inflation and global uncertainties persist. 

Gilt markets have seen some volatility following shifts in government policy, though longer-term yields remain supported by anticipated monetary easing. The housing market, while subdued, has shown signs of stabilisation as wage growth and lending conditions gradually improve. 

As we move through the second half of 2025, the outlook remains cautiously balanced. Economic conditions, policy decisions, and global events will continue to shape confidence and momentum across UK markets. 

 

This article is from our founder Paul Coffin and is a snippet from our Quarterly Newsletter which also has contributions from some of our other Investment Managers. We would be delighted to find out how we can support you with your investment management needs.

Contact us today: support@capitalfinancialmarkets.co.uk 

Emma Tuckett

Investment Manager

Well-respected Investment Manager, Emma Tuckett, has joined CFM following a successful career at Killik & Co.

After nearly a decade working in Trading and Investments, Emma has worked with clients from a wide range of backgrounds and has extensive experience in Advisory and Discretionary Investment Management, with a particular focus on ESG investing and helping clients align their investments with their long-term objectives and values.

emma.tuckett@capitalfinancialmarkets.co.uk

Joanne Hill

Compliance Manager

Joanne has joined Capital Financial Markets as Compliance Manager having worked in the Independent Financial Advice sector for over 30 years. 

Joanne holds a degree in Business and Finance, the CII Diploma in Financial Planning and has a wealth of experience and knowledge within Financial Services.  Joanne’s role is to protect both Capital Financial Markets and our Clients.

joanne.hill@capitalfinancialmarkets.co.uk

Saffron Heasley

Client Administrator

We are delighted that Saffron joined the CFM team as our business apprentice capably fulfilling the Client Administrator role. Saffron brings enthusiasm, reliability and a strong willingness to learn. In this role, Saffron supports the smooth day-to-day running of the business, providing essential administrative support across the team helping to ensure processes run efficiently and compliantly.

With a keen eye for detail and a proactive approach, Saffron is developing a solid foundation while working closely with colleagues across the organisation. Saffron is a valued member of the team and plays an important role in supporting CFM’s operations as we continue to grow.

saffron.heasley@capitalfinancialmarkets.co.uk

Paula Mitchell

Head of Operations & People

Having worked with us as a consultant for over eight years Paula brings that familiarity to the organisation and has joined the CFM team as Head of Operations & People.

A seasoned finance and HR professional with a masters in HR Management, Paula combines analytical strength with a people-centred approach to drive operational excellence. Paula will be leading the team and supporting Paul with the operations and people strategy ensuring sustainable growth and the smooth running of the business.

paula.mitchell@capitalfinancialmarkets.co.uk