investment outlook

Several chief investment officers from Dutch private banks have raised concerns about the “great danger” of consensus forecasts on US equities for 2025.

Wall Street’s relentless climb offers both a spectacular show and a precarious wager on the world’s most dynamic economy .While sceptics see a bubble ready to burst, optimists argue that growth is justified.

The year 2025 can only be an exceptional one for equities if geopolitical stability materialises, a prospect that seems unlikely. Large asset managers are once again emphasising diversification to withstand the anticipated volatility.

Quintet chief investment officer Daniele Antonucci shared where the private bank has increased and decreased its exposure, plus investment trend shifts among its European clientele.

In a world filled with chaos and uncertainty, Saxo Bank’s Outrageous Predictions once again offer a fascinating glimpse into the minds of scenario planners.

Despite the rightward tilt of the recent European parliamentary elections, Quintet Private Bank’s chief investment officer is talking up what seems like unexpected good news for Europe.

Central bank interest rate hikes seems to have had their desired effect, with signs pointing to the end of the very high inflation of late, but, according to three chief investment officers at M&G Investments, the world’s economy isn’t out of the doldrums yet, especially because of Russia’s ongoing war against Ukraine.