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Stock market news & opinion

Always up to date

We keep you informed with investment news, market comments and updates on our investment strategy.

Roadmap for uncertain times

The economy continues to grow in the second half of 2025, but at a slower pace. And there is still a lot of uncertainty about US trade policy. Opt for a neutral equity position – and hold a bit more cash than earlier this year. This way, you can seize investment opportunities when they arise.

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French political risk: A 'sense of déjà vu' for investors

Market comment

02/09/2025

Political risk in France has once again captured the attention of investors. French Prime Minister François Bayrou’s decision to call for a vote of confidence in his government on 8 September has reignited concerns about the stability of French assets. This decision comes in the context of a debate surrounding France's hefty budget deficit. Prime Minister Bayrou has set an ambitious goal to trim at least EUR 44 billion from the country’s budget in an effort to address France’s towering public debt, which is 114% of GDP. However, Bayrou's efforts face significant political resistance. For investors, this moment feels all too familiar, a renewed echo of political uncertainty that has long plagued France.

Cautious optimism amid uncertainty over tariff impacts

Investment strategy

27/08/2025

Financial markets continue to show optimism. Equity markets have climbed back to all-time highs, while bond markets have stabilised. Recent trade agreements between the US and key partners have reduced uncertainty, but questions remain about the long-term impacts of tariffs on the economy and company profits. While both the US and Europe are experiencing below-trend growth, they remain on a growth trajectory, alleviating recession fears. Against this backdrop, we keep our positioning unchanged with a neutral equity positioning and a modest overweight position in fixed income.

  • Macro: US tariffs drive slowing global growth
  • Equities: Optimism amid caution
  • Bonds: Prioritising quality

What should be the next move in this volatile market?

Market comment

08/04/2025

In the wake of Donald Trump’s aggressive tariff announcement, global markets have plunged into turmoil, leaving investors grappling with uncertainty and seeking answers. As markets experience its most significant upheaval since the pandemic, the pressing question for investors becomes: What should be the next move in this volatile environment? Chief Investment Strategist Ralph Wessels shares his outlook on navigating these challenging market conditions.

Investing involves risks

Investing involves risks. You could lose (some of) the money you invested. If you are going to invest, it is important that you are aware of this. Invest with money you can spare. Read more about the risks associated with investments.