A slower pace
Although the global economy is growing more slowly, it remains remarkably stable.
Investment compass – August 2026
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.
Although slower growth isn’t good news in itself, a slower pace can certainly have a stabilizing effect under current conditions.
Positioning
Greater confidence allows neutral equity allocation
Strong corporate numbers and an improved economic outlook are boosting confidence. We’re raising our equity allocation to neutral.
Market overview
Financial markets remain optimistic
Strong corporate numbers and an easing of price pressure are bolstering confidence on the financial markets, despite ongoing geopolitical tensions.
Economy
Companies unfazed by the slowdown
While global economic growth has slowed in recent months, the economy continues to be resilient for the time being.
Model portfolios
Underweight in US equities neutralized
The outlook for the US economy has brightened and the strong reporting season is bolstering confidence in corporate earnings. That’s an argument for slightly greater exposure to the US equity market.
“Investing with foresight” short video
Watch this video to find out what impact developments in the Middle East are having on shipping through the Strait of Hormuz and oil prices.
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