Our CEO and Asset Manager, Bas Kooijman, recently appeared on Sky News Arabia to share his insights on the global financial landscape for 2025.

He discussed his expectations for the global stock market, highlighting the role of geopolitical events and their potential impact on market performance. A key topic was the possible return of Donald Trump and how his policies might influence investment strategies in the coming year.

Bas also examined the European stock market, assessing opportunities and risks for investors. Additionally, he explored whether interest rate policies will shift in 2025 and how such changes could reshape investment strategies.

The conversation extended to the US economy, where he analyzed its resilience and flexibility in the face of political shifts, particularly with Trump's potential return and the implications of his controversial policies.

Turning to the GCC market, Bas emphasized the importance of diversification, particularly in the energy sector, as a means of strengthening investment portfolios. He also addressed the growing need for safe-haven assets, especially in light of ongoing geopolitical uncertainties.

Watch the full interview on YouTube