Trade war becomes a reality
President Trump is getting serious about his tariff threats – that’s bad news for the financial markets.
Investment compass – February 2025
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.
The trade dispute unleashed by Trump threatens both individual companies and entire economies.
Positioning
Adjustment within equities in Swiss equities
In light of the looming trade war, we are taking profits on the Swiss equity market and neutralizing our positioning towards European equities.
Market overview
Successful start
After some initial difficulties, the financial markets made a successful start to the new year.
Economy
Trade war becomes a stress test
The punitive tariffs imposed by US President Trump are weighing on the outlook for inflation and global growth.
Model portfolios
Adjustment within equities
The Swiss equity market recorded particularly strong growth last month. We are realizing gains and closing our overweight in favour of European equities.
“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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