Investment compass – December 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.

High risk and high returns

The risks both on the political side and on the financial markets are currently very high. But investment performance in 2024 was good.

Gold prices and stock markets simultaneously reaching all-time highs is exceptional.

Positioning

Uncertainties remain going into the new year

Thanks to the Trump administration, the new year looks set to start with a great deal of continuing uncertainty. In this context, we prefer a neutral equity allocation.

Market overview

Harbingers of the Trump administration

Donald Trump’s election continues to preoccupy the financial markets.

Economy

The global economic situation remains mixed

There has been little change in the global economic cycle at the end of the year. The challenges it faces therefore remain in place.

Model portfolios

Profit taking

The year is drawing to a close and the new US administration is keeping politicians and financial markets on suspense. We are starting the new year with a neutral equity allocation.

“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 compass

Information 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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