Perspectives 2/2025
Twice a year, our fund managers analyse trends in the global economy and financial markets. Read the Perspectives issue for the second half of 2025.
The global economy is bumping along
The global economy is bumping along, awaiting the impact of recent fiscal support measures announced in the USA and Germany, note Guy Wagner and his team in their latest monthly market report "Highlights".
Luxembourg lays foundation for a digital sovereign debt strategy
Luxembourg has taken a new step in modernizing its sovereign debt with the issuance of fully digital treasury certificates based on blockchain technology.
Sustainable fashion can deliver strong returns
How many pairs of jeans do you own? Did you buy them new, or did you go to a second-hand store to get them?
Baillie Gifford: our investment beliefs
Explore our investment philosophy and how we seek out the best investments on your behalf. Our decision-makers offer clear and concise insights in a series of short video explainers. Investment Specialist Diana Philip explains why asking companies the right questions is the most powerful investment tool.
A major weakening in global growth is still absent
The US administration's tariff policy is generating the first signs of an economic slowdown, although a major weakening in global growth is still absent, note Guy Wagner and his team in their latest monthly market report "Highlights".
A major weakening in global growth is still absent: Perspective by BLI
The US administration's tariff policy is generating the first signs of an economic slowdown, although a major weakening in global growth is still absent, note Guy Wagner and his team in their latest monthly market report "Highlights".
CM-AM Convictions Euro, an actively managed, high-conviction fund
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.
Optimizing your allocation through exposure to the gold theme
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.)
The global economy appears to be holding up
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".