You may not feel much wiser about the direction the world has taken in 2025 so far. However, the numbers tell a different story: the USD is down by almost 10%, the DAX is up by 35% in USD terms, gold by 25%, and the Hang Seng by 20%. Let us make no mistake: the US wants to get rid of USD strength and is getting there. As a result investors must ‘go global’ and we highlight Europe and specific sectors such as clean energy as potential opportunities for the rest of the year.
Origen: Market momentum: How to navigate volatility and find opportunity in H2 2025
With the current market environment, investors must ‘go global’. Our current Research Weekly highlights Europe and specific sectors such as clean energy as potential opportunities for the rest of 2025.
Within Europe, our experts see Germany’s plans to increase infrastructure spending as likely to provide a significant uplift to the construction industry and help address the country’s infrastructure needs. The future burden of Germany’s insufficient infrastructure would be much bigger than the additional debt raised.
If you want to diversify your investments as much as possible, funds can be a great option. However, as Business Journalist Hannah Wise explains in the latest episode of ‘How to invest’, make sure you understand the fee structure before you invest and don’t forget that that even diversified funds are impacted by market risks.