Many have concluded that the US is the promised land while Europe is a wasteland. While there are many reasons to be impressed by the US, investors should not disregard the Old Continent, Europe.
April ble en volatil måned i finansmarkedene. Den 2. april presentere Trump sitt handelspolitiske manifest. Dette skulle i henhold til Trump være en «Liberation Day» der USA omsider tok opp kampen mot et urettferdig handelsregime, en kamp som ville bli ført bak en mur av tariffer. - Skrevet av makroanalytiker Svein Erik Førre
A more fragmented and regional world challenges previous global investment paradigms – and increases the need for active and forward-looking capital allocation.
Some investors have written China off. Some even consider the country uninvestable. However, many Chinese companies now lead their global sectors with promising prospects.
As passive investment continues to rise, market concentration and high valuations are expected to increase, leading to potential risks when trends reverse.
