I have turned negative on Swedish real estate, particularly office space, due to high leverage and changing interest rate environments impacting companies like Castellum.
GE Aerospace's transformation into a pure-play aerospace leader makes it a compelling long-term investment. Click here to find out why I rate GE a Strong Buy.
Interest rate risk remains significant for investors in 2025, especially in ETFs like the iShares 20+ Year Treasury Bond ETF. Click here to read more about TLT.