Keeping a sense of perspective
Optimism has returned to the US stock market following Trump’s election. Risks are being ignored for the time being.
Investment compass – November 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.
Trump’s economic policy plans aim to achieve short-term success, but entail higher long-term risks.
Positioning
Skyrocketing prices
The positive trend on the US stock markets may continue in the short term. It means we are reducing our underweight position in US equities.
Market overview
Financial markets focus on US elections
The re-election of Donald Trump in the United States had a major impact on the financial markets.
Economy
Global economy faces turbulent political environment
The past month’s political events look set to prolong the current economic cycle somewhat.
Model portfolios
Momentum
US stock markets could maintain their momentum in the short term. We are therefore reducing our underweight position in US equities at the expense of liquidity.
“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.
Newsletter
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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