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Since the US presidential elections, US equities have been on an uptrend driven by a certain optimism, as the expectation of tax cuts and deregulation have fuelled the hope of accelerated corporate earnings growth.

The year 2024 ends with significant economic disparities between regions. Which asset classes should be favoured for 2025?

With Donald Trump returning to the White House, tensions between the U.S. and China could rise again. His administration is expected to reintroduce tariffs and trade restrictions as part of an "America First" agenda, putting pressure on China’s already struggling economy.

As Donald Trump returns to White House, his policies could send ripples through the global oil market. These new effects add to the broader geopolitical and economic factors already faced. The interplay across all of these elements could redefine the energy landscape.

The power and the profit potential of AI are mesmerizing, and the equity markets have certainly benefitted from the dream.

Ready for change?

Les précipitations extrêmes et les sécheresses étant de plus en plus fréquentes, près de la moitié de la population mondiale est aujourd'hui confrontée à une grave pénurie d'eau pendant au moins une partie de l'année, selon les Nations unies.

Public awareness has risen on the risks posed by PFAS on health and on the environment. Business-wise, companies are facing increasing regulatory and market risks. Investors however should also be open to the potential opportunities offered by the PFAS market.