A key problem, due to this fact, in 2025 is that this: how can traders place portfolios for bumps within the street with out shedding sight of longer-term alternatives?
Maybe counterintuitively, the reply lies not in narrowing our focus however in increasing it.
I might characterise the problems above — market focus, inflation and valuations — as “what ifs?”.
Van Lanschot Kempen: Even the most important shares can ultimately turn into delicate to gravity
What if market focus continues? What if inflation comes again? Will stimulus rekindle Chinese language equities?
Funding options can’t be…
