Earnings Recap Q1 2025 1 Sector / Stock Period Beat / Miss Comment Earnings quality Outlook Tariff Impact Consumer Discretionary Amazon Q1-25 Beat Amazon reports solid Q1-25 results, Q2 profit

thematic investments q1 2025 Riding the waves of change Looking back on our thematic investments This report provides an in-depth analysis of the performance of our Thematic Investments offering,

Pre-contractual disclosure for the financial products referred to in Article 8, paragraphs 1, 2 and 2a, of Regulation (EU) 2019/2088 and Article 6, first paragraph, of Regulation (EU) 2020/852

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Sector / Stock Period Beat / Miss Comment Earnings quality Outlook Consumer Discretionary Amazon Q4-24 In-line Amazon reports good results but missed the guidance expectations on the market. Amazon

Portfolio manager’s commentary Portfolio performance dithered following summer highs During a month where markets moderately declined, in some sectors erasing the previous quarter's gains, portfolio

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