Investment Officer Netherlands

For the first half of 2025, shifting policies and trade dynamics have stirred market uncertainty. But amidst turmoil comes opportunity. Discover what’s ahead for the rest of the year.

CM-AM Convictions Euro is an actively managed, high-conviction fund managed on a discretionary basis that targets estimated value-creating companies in Europe.
It is aligned with four transformative mega trends that shape our future.

The gold market has risen sharply since the start of 2025, driven by favorable economic and political risks (inflation, geopolitical uncertainty, Trump’s return to power, massive central bank and investor buying, etc.)

Equity rally loses steam, impact of defence spending underestimated.

The to-and-fro of Donald Trump's tariff policy maintains a general climate of uncertainty, reducing visibility for all economic players, note Guy Wagner and his team in their latest monthly market report "Highlights".

Stuart Dunbar, partner at Scottish asset manager Baillie Gifford, reaffirms the importance of active investment management to a healthy capitalist system.

Can EM local currencies benefit from the decline of the dollar?

In deze dynamische omgeving geeft Mark Baribeau zijn visie op groeibeleggen en belicht hij belangrijke seculiere trends die ondanks de aanhoudende onzekerheid aantrekkelijke kansen kunnen bieden.

An ever-changing geopolitical chess game.

Equity markets are undergoing a period of significant transformation, driven by changing monetary policies, persistent geopolitical tensions, and evolving economic conditions.