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18 Mar 2025

Webinar: Global Market Outlook - Quarterly Update & High Conviction Trades

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Markets are shifting, and investors need to adapt. The U.S. stock market remains under pressure. Meanwhile, Europe is gaining traction, with Germany leading the way in strategic investments. Regional capital flows are reshaping market opportunities, and gold continues to hold near all-time highs, signaling persistent risk hedging. How should investors position themselves in the coming months? Which sectors and trades offer the best potential for returns? 

Join our expert-led webinar for a deep dive into the latest market trends and three high-conviction trade ideas designed to capture these shifts.

Agenda: 

  • 1. Global Market Update – by Maurizio Porfiri, CIO
    • U.S. markets under pressure: What’s driving the correction?
    • Europe’s momentum: Where is the smart money flowing?
    • Germany’s renewed investment push: Key sectors to watch.
    • Gold at its highs
    • Our CIO Office presents a high-conviction equity trade list.

       

  • 2. Trade Ideas – by Giuliano Glocker, Co-CEO 
    • We translate insights into execution with three concrete, high-conviction trade ideas that align with the current market shifts. We will provide practical insights on how to implement these trades effectively in your portfolio. 

Don’t miss out—Get ahead of the markets with our actionable investment strategies and register now here: https://us06web.zoom.us/webinar/register/WN_XqPvsxs1QN2lJ5ebR0PZwA

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