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CIO View Quarterly
History stages a comeback
24-Mar-25
Letter to Investors
U.S. confusion and European revival
Since Trump took office, U.S. stocks have plunged – his tariff policy worries many. Now there are doubts about growth in the U.S. but hopes for higher growth in Europe. A trend reversal? Nothing is too certain.
24-Mar-25
Forecasts
Our forecasts
In light of the very dynamic market environment these forecasts are subject to change at any time.
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