Portfolio February 2025

The new investment year started turbulently – at least where geopolitical developments are concerned. US markets stuttered temporarily. By contrast, our overweight in Europe is paying off. Hopes of a solution to the war in Ukraine and fresh elections in Germany are buoying markets.

The financial markets are likely to remain volatile over the next few months. What does this mean for investors? Are there investment opportunities nonetheless? Read the views of our experts in the latest edition of “Portfolio”.