Economy goes into overtime
The USA has stabilized the global economy up to now. Yet, concerns about a US recession have risen again following recent signs of weakness in the leading indicators. The next few weeks will be pivotal.
Investment compass – May 2024
The monthly publication includes a topical editorial, our positioning including the conclusions from the analyses, a market overview of the most important asset classes, an assessment of the current economic situation in various regions, and our current model portfolios.
Sentiment in the USA is deteriorating, but there’s no need to panic.
Positioning
Gloomy outlook
Economic prospects in the USA look increasingly gloomy. That’s why we’re maintaining our diversified positioning.
Market overview
Financial markets hit by US inflation and the Middle East conflict
The stagnating decline in US inflation and the Middle East conflict weighed on the financial markets in April. However, a weaker than expected US labour market report sparked a recovery.
Economy
Mixed economic signals
The latest economic data has painted a mixed picture of the world economy over recent months.
Model portfolios
Clouds on the horizon
Economic performance was weak last month, particularly in the USA. That’s why we’re maintaining our diversified equity positioning and favouring emerging market equities and the defensive Swiss stock market over US and European shares.
“Investing with foresight” short video
In our video, our CIO provides an update on the current situation on the financial markets and explains events in just a few minutes.
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Investment compassInformation relevant to your investment decisions. The “PostFinance market view”, complete with our position on and assessment of the financial markets and the overall economic situation.
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