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Ahead of the Curve - An Investment Playbook for 2025

Outlook 2025
Throughout the month of December, we invite you to join us in analysing the main issues and perspectives on ten key questions that will impact investing in 2025: European and transatlantic monetary policies, the breakdown of the German economic model, the slowdown in European real estate, artificial intelligence, the banking sector... there will be no lack of challenges and opportunities, it's up to us to seize them together!
  • Charudatta Shende, Nicolas Jullien, Fixed Income, US elections

    Ballots to Bonds

    Following the US election, what will the bond landscape look like around the world in the near term and the medium term? President-elect Trump should be able to implement much of his political agenda over the next few years. We think four themes stand out: Tariffs, Regulations, Tax Cuts, and Immigration. What we don’t yet know is the timing and the magnitude of these elements.
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Monthly Coffee Break, Asset Allocation

Deal with Trump 2.0

The results of the US elections are quickly being absorbed by financial markets, propelling US equity indices to new highs.
Alternative Investments, Monthly Coffee Break

MAGA – Make Alternatives Great Again

During October, markets moved to price in a return of Donald Trump to the White House – and were ultimately proved right.
Monthly Coffee Break, Equities

Positive outlook for US equities

In October, European equities closed the month lower. European headline inflation was revised down to 1.7% year-on-year in September (from the preliminary 1.8%).

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