Ahead of the curve

An Investment Playbook for 2025

28 November - Introduction

Terra Incognita

Nicolas Forest Chief Investment Officer

3 December - Monetary Policy

Trump 2.0: Towards Lasting Divergence Between the United States and the Eurozone?

5 December - German Economy

The German economic model in question

Long viewed as a model, the German economy is now slowing. After the elections, can it regain its competitive edge?

10 December - Real Estate

A New Dawn for European Real Estate? Navigating a Path to Recovery

While easing interest rate pressure may bring some relief to the European property market, some challenges remain, making selectivity crucial in navigating today's uncertain environment.

11 December - Artificial Intelligence

Hello ChatGPT: Will AI continue to surprise the world?

The power and the profit potential of AI are mesmerizing. What do we need to consider in 2025?

12 December - Banking Sector

The 2025 European Banking Puzzle: Risks, Rewards, and Regulation

Can we find investment opportunities in the capital structure maze?

17 December - Oil Price

Try a Cup of Texas Tea: Oil as a Diversifier

Diversify Your Portfolio Through the Commodity

18 December - China

Is China Really Better Prepared for Trump 2.0?

With the threat of tariffs looming under a Trump return, can China's stimulus and reforms protect its economy?

19 December - Climate Change

2025: the swan song for global climate action?

How will the recent political developments in the U.S. and in Europe impact the transition? Is the energy transition still a relevant investment theme?