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Market analysis – Webinar – Septembre 2025

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September 16, 2025

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Webinar: Market Update aftermath of U.S. Tariffs

Invest in chaos

2025 is marked by a perfect storm of uncertainty. Trump’s new wave of tariffs is shaking global trade, French politics are adding fresh pressure on Europe, and the AI frenzy risks turning into a bubble. The sudden political chaos following Charlie Kirk’s death only adds to the instability, while concerns grow around Korean workers being chained in the U.S.

In this webinar, Julien Devaux, Investment Director at Alkimia, unpacks these explosive dynamics and their implications for financial markets. He explains the strategies guiding our portfolios, shares his outlook, and answers participants’ questions.

We invite you to (re)watch this engaging session and reach out if you’d like to explore possible adjustments to your investments. Our experts stand ready to support you with clarity and precision in this volatile environment.

(Webinar in French)

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