Tariffs and tailwinds: how to invest in H2 2025.

Trade deals have brought some relief, but the bulk of the tariff burden is still ahead of us.

Discover how we invest at a time of profound transition.

youtu.be/YdtUPDY0rsA?...

Until recently US exceptionalism drove markets – what’s next?

Discover our investment strategy in this new video.

Investing as US slowdown, European awakening, reshuffle the outlook. youtu.be/tRmrLcoo4qw?... via
@YouTube

Here is our new investment strategy video update.

We still see further gains ahead for stock markets, but portfolio exposures need to meet the constraints of short-term uncertainties.

Steering portfolios through a new world (dis)order youtu.be/fdwmal15yNk?... via @YouTube

How should investors position portfolios for 2025?

Here is our new clip.

youtu.be/KYzUjV_b8oc?...

Divided parliament is unusual in the case of France but not unusual for markets.

There are some major differences to previous debt stress episodes: spread widening is not triggering a rise in French yields. In the case of France, yields are falling, despite spreads rising.

Thanks to Bloomberg TV - Middle East daybreak for having me on the show this morning to talk about France.

Chaar: France Budget Is a Political Crisis Not a Market Crisis
www.bloomberg.com/news/videos/...

What does next year have in store for the global economy and financial markets?

Discover our Outlook 2025.

www.lombardodier.com/insights/202...

How will a changing economic backdrop affect investment opportunities in 2024?

Discover our investment outlook.

Outlook 2024: Narrow path to a soft landing youtu.be/_Syk8OZoPJg?... via @YouTube

A great debate here between @justinwolfers.bsky.social & B. Wolf on the gap in economic performance between the US & the Euro area.

US authorities should be praised for supporting growth, while Europe is always on the shy side, but this growth gap required considerable excess resources by the US.

Discussion on Bloomberg Daybreak MEA on current tragic sets of events. Trying to stick it to macro, and only macro, the impact could be contained depending on 1/ does the conflict broaden? and 2/ what happens to oil production ?

We Don't Expect Retaliatory Oil Cuts www.bloomberg.com/news/videos/...

How are higher-for-longer interest rates and new risks to global growth shaping the investment landscape?
 
Discover our Q4 2023 investment strategy in this new video.
 
youtu.be/QNFCaRZ69Zc?...