Press Release
With a changing world and unflappable markets, Edmond de Rothschild Asset Management unveils its investment outlook for the second half of the year
03-07-2025
• H1 2025: major political issues, but no significant impact on market performance, apart from occasional volatility.
• Points to watch for investors in the second half of the year: geopolitical risk, trade tensions and the US public deficit.
• Allocation point: slight underweighting of equities - particularly US equities - and of the dollar. On the bond side, avoid long-dated bonds, as the risk of recession remains moderate.
• Positive views on Europe: the implementation of the Draghi plan could enable the continent to catch up, by boosting competitiveness and supporting industry and technology.