e-banking, Investment Strategy
20/06/2025Please find below the May edition of our Outlook & Convictions, a publication from the Private Banking Investments team and experts from our Group which presents our convictions for the second quarter of 2025.
We look at Europe’s awakening in relation to defence, industry and the banking sector in light of US protectionism and the future that may be in store for the Magnificent Seven in this context.
We also delve into the commodity, currency and emerging market trends and, last but not least, we address the issue of liquidity in private markets.
In this highly uncertain environment, we hope that this edition brings you some stimulating insights on the markets.