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Category: Market Commentary

Tariffs, Tumult & the Test of Fundamentals

By leon

Our latest memo explores the ripple effects of Trump’s sweeping tariff announcements, rising U.S. recession risks, and the shifting balance between fiscal dominance and monetary policy. We also highlight how we are navigating the renewed market volatility — with select opportunities emerging for long-term investors. Some of the themes we cover: • The real motives … Continued

ECP: PM view on uranium stocks

By root

Please find hereby an article recently published by our portfolio manager Boris Cukon in Het Nieuwsblad Het Nieuwsblad – 18.01.2024 – Uranium Aandelen