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Strong Overall Performance and Market Dynamics at a Glance / Q3 2024 Quarterly Report
Looking back at the third quarter of 2024, the portfolio showed solid development with a 13.03% performance, supported by robust sectors such as pharmaceuticals and real estate. The Swiss market benefited from stable macroeconomic conditions and resilient demand, even though some industries faced headwinds. The outlook remains positive, with growth expected to continue, fueled by innovation and strong demand in key sectors. However, rising uncertainties in global markets could lead to volatility, highlighting the need for enhanced diversification strategies and selective sector choices.
Finally, Inflation is Falling / Will AI Trigger the Next Economic Miracle? Q2 2024 Quarterly Report
The USA continues to outpace Europe, while the German industrial sector remains particularly weak. We still see more risks than opportunities in Swatch shares and are removing this position from our mandates. AI has the potential to drive the next economic boom. Discover more insightful information on markets and companies in our Q2 report.
Dynamics and Adaptation: Developments in Asset Classes at the Beginning of 2024 - Quarterly Report Q1 2024
At the beginning of 2024, despite global uncertainties, we observed interesting developments in various asset classes. The gold market experienced a strong surge due to geopolitical tensions and interest rate stabilizations, while crude oil prices also showed significant gains. This highlights the dynamics present in the commodity markets. Bond markets lost some ground but continue to offer attractive real yields in some areas, which is important for investors seeking stable returns. These shifts in the market provide us with the opportunity to adjust our strategies and achieve the best possible results for your investments.
Rally due to hope for falling interest rates - Quarterly Report Q4 2023
While economic data continues to raise concerns, the mere prospect of falling interest rates in the fourth quarter has triggered a real rally on the stock markets. The sentiment has completely changed. Just a few months ago, positive economic data was received negatively because there were fears that interest rates would rise even further and faster. Now, however, negative news is partly rewarded because it is believed that this will lead the Fed to lower interest rates even faster. The market now expects the following interest rate steps…
Learn more in our quarterly report…