A new era is approaching with the return of Donald Trump to the White House. We are mildly optimistic about the outlook for the economy, anticipating moderate growth in Europe and the US in 2025. However, Trump’s policy plans pose specific risks. Our recommendation: seize opportunities in equities, while maintaining a cushion of high-quality bonds.
You should only invest capital that you have over and above your buffer for unforeseen expenses. Investing can be interesting, but it is not without risk. You may lose (a part of) your investment. It is good to be aware of this.
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