personal is powerful Archives

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…

IC No. 37 – Balancing Act

Investors have to balance between the obvious current challenges and the otherwise quite positive growth prospects.

IC 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?