Fynsa
The world is becoming electrified, AI is growing, and clean energy is advancing. Can copper keep pace?
Global financial markets reflect the growing tension between Iran and Israel. Potential energy supply disruption threatens to reshape the economic outlook for the second half of the year.
Donald Trump's surprise victory in the U.S. presidential election has left many wondering about its consequences. Will his second administration be as negative as feared?
Gold shines, iron oxidizes and copper navigates between the expected demand from the electricity sector and the construction crisis in China.
After a few years of volatility, a more stable market is expected in 2024.
The government is preparing targeted measures to stimulate demand, but its room for maneuver is limited.
We continue to recommend increasing the weighting of assets that are less sensitive to interest rates, such as cash, value stocks, international stocks, and real assets.
Higher interest rates put pressure on valuations during 2022, but the focus will now shift from valuations to corporate earnings in an increasingly challenging macro environment.
