Global equities are shifting gears as tariff jitters ease off the table. With trade tensions cooling down, investors are recalibrating their playbooks—redirecting focus from defensive plays back toward growth stories that can actually deliver returns.

This pivot matters for the broader market narrative. As traditional markets regain confidence in expansion, the risk-on sentiment tends to ripple across asset classes. Whether it's equities finding their footing again or capital flowing into higher-beta opportunities, the changing macro backdrop suggests we're moving past the uncertainty that had been weighing on risk appetite.

For those tracking where money flows next, this inflection point is worth paying attention to. Growth isn't dead; it's just been waiting for conditions to clear.