Mid-year outlook 2025
Trump’s trade policies have clearly introduced considerable uncertainty. While investors might feel pressured, reacting too quickly by selling means locking in losses and missing out on a worthwhile recovery. Amid these headline-driven market swings, our CIOs share how they mitigate downsides, anticipate future risks, and uncover value.
Marketing communication
Related articles
Want to learn more? We share a complete analysis in our three Outlook articles:
Fixed-income outlook
Structural concerns about debt sustainability and inflation are becoming more pronounced in the US. With the fiscal outlook becoming increasingly strained, we evaluate the implications for investor positioning in fixed income portfolios.
Equity outlook
As American equities take a back seat, we look at how the changing role of retail investors has influenced volatility spikes, and whether Europe's shift from austerity to stimulus offers long-term value.
Perspectives: Multi-asset
Avec une politique budgétaire désormais au cœur du paysage macroéconomique, les signaux traditionnels du marché sont brouillés par les pressions politiques et l’instabilité mondiale. Nous partageons notre vision sur la manière de structurer les portefeuilles multi-actifs face à ces dynamiques changeantes.
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Marketing Communication. Investing incurs risks.
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