Euphoria gives way to disillusionment
The sense of euphoria in the USA has evaporated. Realism has set in at the expense of the US dollar and share prices.
Investment compass – September 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.
New technologies are changing our lives, but whether they can produce continual record corporate earnings remains to be seen.
Positioning
Weakening momentum
The situation on the financial markets has changed. Momentum has weakened considerably. We remain cautiously positioned.
Market overview
Financial markets caught between recovery and economic concerns
Following market turmoil in early August, a recovery was staged last month. However, fresh economic concerns in the USA in early September put the financial markets under pressure again.
Economy
The global economy is lacking momentum
Global economic momentum remains weak. Only foreign trade has improved slightly of late.
Model portfolios
Running hot and cold
The markets are running hot and cold. Overall, the situation is still fragile and we remain cautiously positioned.
“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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