The term «turn of time» was declared the expression of the year 2022. We are now coining the term «U-turn» as a possible expression of the year 2025.
Read More
IC No. 38 – Autumn Mood
It feels like the world is in chaos, yet it continues to move forward. It is clear that the market is becoming more broadly supported at the sector level, making balanced sector allocation a sensible strategy. Additionally, falling interest rates are currently supporting all asset classes. Regarding the US elections, we see a potential Trump…
Read More
IC No. 37 – Balancing Act
Investors have to balance between the obvious current challenges and the otherwise quite positive growth prospects.
Read MoreIC No. 36 – The Market Riddle
The completion of the first quarter of 2024 marks the end of a strong quarter on the stock markets. The MSCI World Total Return gained +8.9% (in USD), the DAX +10.4% (in EUR) and the SMI +5.3% (in CHF). But how can that be?
Read More