As the U.S. falters, emerging markets rise. That is the key message from Louis-Vincent Gave, founding partner and CEO, Gavekal.

The US-led global order of Pax Americana is being rebooted by the Trump administration and replaced by a multipolar world.

Many have concluded that the US is the promised land while Europe is a wasteland. While there are many reasons to be impressed by the US, investors should not disregard the Old Continent, Europe. 

While we knew that Trump’s policies would create uncertainty and volatility in the markets, we are surprised by how unpredictability has become such a central tool in Trump’s arsenal. This is the new reality we must navigate, and it creates uncertainty.

I tider av hög osäkerhet på de finansiella marknaderna blir det viktigare än någonsin att göra genomtänkta investeringsval. Portföljförvaltare Jakob Greisen ger en uppdatering om fonden C WorldWide Stable Equities och marknadsläget.