Banking ahead podcast
7 Août 2025
Podcasts
Summer check-in: What’s really happening on global markets in 2025?
In the latest episode of Banking Ahead by CMB Monaco, Bernard Aybran takes stock of a surprisingly strong first half of the year.
US and Eurozone equities have rebounded, some reaching new highs.
But for euro-based investors, the real story is the dramatic fall of the US dollar, with an unhedged US equity portfolio down 7% in EUR terms.
Diversification remains key, and bonds might be worth another look if growth slows.
Catch the full interview, aired on Riviera Radio, and stay ahead with expert insights from CMB Monaco.
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