The current market environment is characterized by numerous challenges, including currency depreciation and prolonged high interest rates. Therefore, it’s important to add fixed-income instruments with contractual cash flows and real assets to the investment portfolio, while adopting strategic diversification.
At The Family Office, we expect interest rates to remain high for longer. This means that we can no longer rely on the same investment approaches as the past 10 years, since the current environment is different in terms of interest rates compared to the previous decade.
The French market was negatively impacted by the results of the European Parliament elections and the call for early elections in France, leading to an unprecedented increase in the spread between French bonds and German bonds.
French stocks that rely on domestic markets were significantly affected, whereas stocks dependent on exports and the external economy were less affected. This highlights the need for an experienced investment manager to help find the right opportunities in this market.
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