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Market analysis II – Webinar – March 2025

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April 24, 2025

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Webinar: Market Update Following U.S. Tariffs

An Unstable World, Markets Under Pressure

The beginning of 2025 is marked by an escalation in global trade tensions. Driven by artificial intelligence, the United States has launched a new wave of tariffs that significantly disrupts international trade—even with long-standing partners like Switzerland. These abrupt and opaque measures are putting pressure on SMEs, disrupting supply chains, and contributing to an overall climate of economic uncertainty.

In this webinar, Julien Devaux, Investment Director at Alkimia, breaks down this complex situation and its implications for financial markets. He reviews the strategies implemented in our portfolios, shares his outlook, and responds to participants’ questions.

We invite you to (re)watch this insightful session and to contact us if you’d like to further discuss potential adjustments to your investments. Our experts are available to support you with clarity and precision through this evolving landscape.

(Webinar in french)

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