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Emerging market stocks face pressure despite a weaker #USD. Historic correlation to #US equities are fading, but structural and cyclical shifts may support a recovery amidst ongoing trade uncertainty. Read more: spkl.io/6012fIbIA

What return should investors expect for the extra risk of stocks over bonds? The #US equity risk premium rose with #trade tensions but stays below historical norms amid profit and valuation uncertainties. Read more here: spkl.io/6017fLnX7

#Gold hit record highs recently, but it is not the only haven asset. With rising volatility, investors should also consider alternatives like the Swiss franc and Japanese yen. We explore how they’ve performed in similar past market cycles: spkl.io/6012f0w6Y

Can the #China-US trade deal momentum last? S&P 500 has rebounded, bond yields are appealing, and the dollar looks fair. With easing #tariffs and possible tax cuts, #US stocks may rise – diversification across regions and assets remains key: spkl.io/6015fFqY1

This month’s Must-See Charts reveal 2 key shifts reshaping investing: #PrivateAssets driving growth and rising demand from #electrification. It is about positioning for what’s next. Read more here: spkl.io/6019fF0LJ

Will #equity markets maintain momentum? Q1 saw earnings beat expectations as #tariff fears and slowdown risks eased. Solid capex announcements and planned share buybacks suggest a brighter outlook. More on our increased equity exposure here: spkl.io/6019f20af

Will the #Trump bill boost the #US economy? After a narrow House vote, the Senate is reviewing a plan that raises the deficit and funds tax cuts for high earners by cutting #Medicaid and food stamps. We expect limited impact and maintain a low US GDP growth forecast:

What do slower growth, sticky #US #inflation and stable bond yields mean for investors? After a volatile start to 2025, markets have circled back. We break down what’s next for the economy and financial assets: spkl.io/6012fAljj

The pace of change is accelerating. At #LombardOdier, we believe long-term value lies in understanding the forces reshaping our world. Our 2025 #RethinkInvestments framework highlights six key themes to help investors stay ahead. Read more here: spkl.io/6010f7LcA

Should investors fear #Japan’s July elections? Leadership uncertainty is rising, but steady policy, ongoing market reforms, and strong yields offer long-term opportunities despite near-term volatility. Read more here: spkl.io/6017fC8tD

As global priorities shift, infrastructure is coming into focus. #LombardOdier’s Rethink Infrastructure theme targets long-term value in sectors like #energy, mobility and digital networks. Discover how we align with this transformation: spkl.io/6019fC4kL

What are likely #Israel-#Iran scenarios and how should investors react? Focus stays on core inflation over #oil shocks. We see equity upside from earnings growth and expect falling US Treasury yields: spkl.io/6010fhMr8

Infrastructure lies at the heart of national resilience. At #LombardOdier, Rethink Infrastructure targets long-term opportunities arising from global #investment in energy, mobility and communications. Explore our approach to rethinking infrastructure: spkl.io/6014fhX4G

Faced with policy shifts and geopolitical risks, #investors should stay agile. While central banks are easing (with the exception of the #Fed), #markets are remaining resilient. Here are our 10 strongest convictions to navigate the rest of 2025 with confidence:

The global landscape is shifting: #US growth slows, #Europe builds autonomy, #China tackles disinflation. With US exceptionalism fading, we stay diversified, favour equities and yields. Read more from Samy Chaar, PhD, Chief Economist & CIO Switzerland: spkl.io/6013ABx8F

As government support wanes, #sustainableinvesting is evolving, driven by economic pragmatism and strategic focus. New priorities like #energy security are unlocking fresh opportunities in sustainable #finance: spkl.io/6010A8y6C

Geopolitical tensions. #Tariffs. Rate cuts. What should investors make of it all? Despite the Iran-Israel conflict and rising tariffs, #markets remain resilient. With earnings up, #rates falling, and labour markets strong, staying invested in 2025 could pay off:

Is beauty only skin deep? #Trump’s ‘Big Beautiful Bill’ passed by 4 July, but its impact on the #US economy looks limited. We explore why, despite its size, it doesn’t alter our view on growth or #inflation: spkl.io/6010A828n

A weaker #dollar could lift global equities further, especially in emerging markets. We expect US 10-year Treasury yields to fall as the #Fed cuts rates, supporting demand from international investors: spkl.io/6014ADqTM