Our Investment Strategy for September 2025

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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