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Michel Schiffelholz

Short Notes

by Michel Schiffelholz, CIO

Our MEGA Selection Soars on Renewed Peace Talks

Wednesday, 13 August 2025 16:16

The bearish sentiment that had begun to take hold in early August was overshadowed by renewed optimism regarding a ceasefire in Ukraine. Following what the U.S. President described as “very productive discussions” in Moscow between his special envoy and Vladimir Putin, Donald Trump announced that he would meet with Vladimir Putin in the coming days.

Performance of MEGA, Stoxx 600 and Stoxx 50 since March 2025

Our MEGA selection – “Make Europe Great Again,” dedicated to Europe’s renewal, in partnership with Kepler Cheuvreux Solutions (see article on March 28, 2025) – fully benefited from this momentum and rose by more than 4.5% over two sessions, which is 3.4 percentage points higher than the Stoxx 600. Eight stocks in our selection gained more than 7% following the announcement.

A meeting is scheduled between Vladimir Putin and Donald Trump on Friday, August 15 in Alaska. Donald Trump stated that the next step after the Alaska meeting would be a direct encounter between Putin and the Ukrainian president.

Net gain of MEGA compared to Stoxx 600 and Stoxx 50 since March 2025
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