According to Aktia's investment director, Donald Trump's administration inadvertently benefited Finland by forcing Europe to unify in the face of aggressive trade policies and an unstable international atmosphere.
In a recent statement, Aktia's investment director Samu Lang highlighted that Donald Trump’s administration has unintentionally had a positive impact on Finland by fostering a closer unity among European nations. This response has been a result of Trump's aggressive trade policies, coupled with a turbulent global climate, which has compelled Europe to strengthen its economic ties and resilience against potential trade disruptions.
Aktia anticipates substantial investments in the upcoming year, predicting a remarkable 15% growth in corporate earnings over the next 12 months. This growth is expected to sustain the momentum in the market, as low interest rates, consistent economic growth, and robust earnings add support to various markets. Anna-Liisa Rissanen, a portfolio manager at Aktia, remarks that despite attractive conditions, caution remains necessary, particularly with growing concerns over the potential for significant earnings disappointments among companies.
The overall sentiment portrayed by Aktia suggests a cautiously optimistic outlook for the European market, where the impacts of global economic shifts enhance the importance of strategic investments. While the concern about market saturation exists, many analysts still see the potential for growth, indicating positive market adjustments stemming from Trump's controversial administration and its ripple effects across the pond to Europe.
