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The new elections in Germany and a possible political reorientation are unlikely to fundamentally change the difficult situation of the German economy overnight. Structural changes take time.

As the world’s second-largest economy, China has much to offer and should be included in any globally diversified portfolio. Short-term complexities do not rule out building positions in Chinese quality stocks with strong potential.

It makes no doubt that Donald Trump plans to implement his program. He has the means to do so. What might lead him to certain compromises is that his policy, though aimed at stimulating growth, risks rekindling inflation.

The US election is leaning towards a clean Republican Sweep (Republican control of the Presidency, Senate and House of Representatives).

In 2022 and 2023, The European economy has weathered the triple shock of the gas crisis, soaring consumer prices and an unprecedented rise in interest rates. At the start of this year, the pieces seemed to be falling into place for the eurozone to finally kick-start a recovery. Despite the ongoing war in Ukraine, the energy markets had largely returned to normal. As a result, inflation fears were receding.

Since the peak in January 2021, the performance of sustainable funds and investments linked to the ecological transition has been disappointing. However, the investment needs to meet the objectives of the Paris Agreement have not diminished, on the contrary. Capital requirements are estimated at 5,000 billion dollars per year in a 1.5°C scenario...

When the Covid pandemic shut down the global economy in Spring 2020, it ended the longest expansion phase in US history, which lasted 42 quarters. For more than ten years, there had been repeated warnings that the next recession was imminent. But the US economy remained on a growth trajectory

After a straight-line upward movement for most asset classes in Q1, Q2 has been more mixed. Entering H2, the big picture remains broadly supportive. However, beneath the surface, financial markets appear vulnerable to multiple threats, from stalling activity momentum and toppish technicals to faltering Tech leadership and election uncertainty.