In light of the current high interest rate environment in Europe, I thought it would be valuable for us to come together and share our insights, strategies, and opportunities. With interest rates on the rise in part due to higher spending on military and infrastructure needed here and elevated Tariffs.

Investment Strategies: What strategies have you found effective in navigating a high interest rate environment? Are you focusing on bonds, equities, real estate, or alternative investments?

Sector Analysis: Which sectors do you believe are poised to perform well despite the rising interest rates? Are there any particular industries or companies that stand out to you?

Risk Management: How are you managing the increased risks associated with higher interest rates? Are you adjusting your asset allocation or diversifying your portfolio?

Opportunities: Have you identified any unique investment opportunities that have emerged due to the high interest rates? Are there specific markets or niches that you think are worth exploring?

My view: I still remain heavily invested in the financial sector in particular the sector index and individual companies that benefit from net treasury income. There are also small caps that are in a net cash position and strong "free cash" generation in every sector from MGNS in construction, GAMA in b2b communications, or AET in oil, and ALPHA in financials and AT (Ashtead Technology) in offshore energy servicing.

Or do you expect rates to come down?