Europe stands to lose from Donald Trump’s “America first” stance

This market flash report from Edmond de Rothschild analyzes current market trends and economic outlooks in light of recent geopolitical and economic events.

• Market Sentiment: Investor caution is prevalent due to ongoing geopolitical tensions and inflation concerns, impacting both equity and bond markets.
• Sector Focus: Defensive sectors and high-quality bonds are gaining favor as investors seek stability amid volatile conditions.
• Global Outlook: Moderate economic growth is expected, with Europe facing potential stagnation and the U.S. showing resilience due to consumer spending.

For an in-depth review of asset allocation strategies in today’s market, access the full report.