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19 June 2025
Expert insight, In focus, Investment and marketsFinancial markets: Review of a turbulent first halfOn the eve of what we hope will be a rejuvenating summer period, we asked our Chief Investment Officer Daniel Solomon and two strategists on his team, Yann Furic and Max D’Alessandro, to share their takeaways from the first half of 2025 and how they see things going forward.
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12 June 2025
Financial panorama, Investment and markets, NewsStock rebound in May, economies under watchOn May 12, 2025, U.S. and Chinese officials agreed to reduce the tariff rate to 30% for imports into the U.S. and 10% for imports into China, for a period of 90 days. The agreement implied that Chinese government authorities would allow the resumption of rare mineral exports.
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12 May 2025
Financial panorama, Investment and markets, News“Liberation”, tariff pause and financiel markets: The dance continues!On April 2, 2025, a day also referred to as Liberation Day by the U.S. administration, President Trump unveiled a long list of new tariff rates to be imposed on exports from a large number of countries a week later. These tariffs were to fund the government, bring manufacturing back to the U.S. and force the countries concerned to lower their trade barriers.
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09 April 2025
Financial panorama, Investment and markets, NewsTariffs and financial markets: scenarios to watch forFor over thirty years, we have seen the globalization and optimization of world supply chains, resulting in a general drop in production costs.
