Edmund Shing, Global Chief Investment Officer, unveils his convictions for September 2025 :
· Can we expect the current positive momentum in global stocks to continue until the end of the year?
· Are retail investors getting carried away by the positive returns from stocks and other assets like cryptocurrencies? Is there a risk of over-optimism at this point, especially in the US?
· We have recently seen signs of an improving Eurozone economy in the latest surveys – is this good news for European small-cap stocks?
· In your latest report, you talk about the importance of strategic metals like copper, silver and rare earth metals for technology. What are your preferred ways to invest in this theme?
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