Report

Outlook 2025: “Make Europe Great Again”

Outlook 2025: “Make Europe Great Again” by Tikehau Capital
Image: Unsplash

Since the beginning of the year, risk assets have continued their upward trend, despite persistent tensions linked to D. Trump’s trade policies. The famous “Liberation Day” is a perfect example of this: after sending shockwaves through financial markets, risk assets quickly rebounded, buoyed in particular by the announcement of a 90-day truce and talks that point towards a more positive outcome in tariff negotiations between the United States and its main trading partners.

Nevertheless, recent performances leave little margin for error, and valuations do not seem to reflect the persistent climate of uncertainty. 

Read the full publication by Raphael Thuin, Head of Capital Market Strategies at Tikehau Capital and Nina Majstorovic, Investment Specialist Capital Market Strategies at Tikehau Capital below.

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