Successful investment strategies require sound analyses
Growing geopolitical threats, Russia's war of aggression against Ukraine, the fragile situation in the Middle East, the rise of economic nationalism, the China-US economic conflict, a looming trade war, tariffs and retaliatory tariffs. The list of recent events is long; geopolitical risks and economic uncertainty are increasing, and there's no end in sight. What does this mean for Europe? How does it affect your investment portfolio? Which investment strategies are still promising for the future?
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Make Europe Great Again is our answer.
After two extremely successful years on the stock market and US exceptionalism, European stock markets are likely to become more attractive in the future. Particularly in the defense, industrial, technology, and mechanical engineering sectors, a clear decoupling from US dominance and the expansion of European capabilities and domestic production capacities will be of key strategic importance going forward.
A robust portfolio of European financial assets with a clear focus on established, high-quality companies in the defense, technology, industrial, and mechanical engineering sectors will help reduce US dominance in the portfolio and actively contribute to financing the necessary investments in Europe's future.
