The strange case of Dr Bull and Mr Bear

Despite a turbulent global backdrop of geopolitical tensions, inflation concerns, and rising bond yields, equity markets have continued their strong performance in 2025. In his latest Viewpoints, Chief Investment Officer Marco Pabst explores the paradox of bullish momentum versus bearish risks, highlighting robust earnings, supportive rate cuts, and selective opportunities across regions and asset classes. With markets “climbing the wall of worries,” Arbion remains positively positioned while keeping prudent hedges in place.

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