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closeOur Chief Investment Officer Mathias Heim joined CNBC Squawk Box (14.05.2025) for a lively discussion on equity markets, highlighting two key points:
- Equity valuations remain attractive, suggesting strong forward return potential.
- No major market imbalances, reducing the risk of a sharp correction.
Our positioning:
We favor high equity exposure and are underweight cash at this stage.
And as always:
"What we do for our clients, we do for ourselves."