Market Update, 11 February 2025, with columns by Harry Geels, Probability & Partners, Stephan Langen and Bob Homan
Market Update, 11 February 2025

Bob Homan: The boy who cried wolf

We still have few tactical bets open after neutralizing our overweight in US equities. Just to be on the safe side, in case Donald Trump does come through with a threat.

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2025 Outlook: is the US market too good to be true?

What are the opportunities and potential risks for investors in 2025, according to Ted Truscott, CEO Columbia Threadneedle Investments?

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Stephan Langen: I give up!

In recent weeks, there seems to be no end to bad news for those pursuing a more sustainable world. How do we keep our spirits up?

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Probability & Partners: Competition for Dutch Residential Mortgages and CRR3

Dutch mortgages have long been an attractive asset class. How will the introduction of CRR3 affect this market?

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Harry Geels: Best weapon against Trump is strong internal market

The most important task for the EU is to strengthen the internal market, supplemented by deregulation, tax relief and less bureaucracy. That is precisely what is lacking.

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