Published on January 5, 2025 at 8:38 p.m. / Modified on January 5, 2025 at 8:44 p.m.
17 mins. reading
With “Trump 2.1” soon in charge and his penchant for “deals”, the year 2025 will be predictable and unpredictable but could benefit from a “goldilocks” scenario, that is to say with levels of reasonable growth and inflation. The four investment specialists we interviewed, like at the start of the year, are optimistic, despite the unknowns and the risks of trade war, or even just war. For two reasons essentially: they are betting that all the electoral promises of the next American president will not be implemented and that different systems will coexist at the level of international relations.
In Switzerland, it will be impossible to escape the strong franc – “the fitness cure for Swiss companies” – but negative interest rates are unlikely to make a comeback. Unlike Donald Trump’s tweets in the middle of the night?
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