Alessandro Cobessi @alessandrocobes: "April was a pretty eventful..."

Italy

April was a pretty eventful month for the markets. Between political uncertainty, Trump-related headlines, and ongoing geopolitical tensions linked to the war, volatility has continued to drive short-term sentiment and create a lot of noise. Personally, I’m not making major changes to my strategy because of it. I’m still holding my positions in the banking and financial sector and keeping a long-term view rather than reacting to every headline. One of the reasons is that I think the impact of new European loans and funding programs connected to the defense sector could gradually inject additional liquidity into the market over time. I’m not expecting a straight line upward and I’m aware there will probably be more volatility ahead, but my approach remains the same: focus on broader trends, avoid emotional decisions, and stick to the original thesis instead of chasing every move. $LGEN.L (Legal & General) $DB (Deutsche-Bank) $AIR.PA (AIRBUS SE) $BNP.PA (BNP Paribas SA) $BATS.L (British American Tobacco) $BCS (Barclays PLC-ADR)

Not investment advice. The author may have financial interests in the mentioned instruments.