Investment Outlook Q2/2022
Tackling dual headwinds, global equites and bonds are facing testing times. Persistent high inflation has forced central bankers to back down on their “transitory” rhetoric and pivot to a surprisingly aggressive path of future rate hikes.
Investment Outlook Q1/2022
A popular topic currently discussed is the stock market’s vulnerability to rising interest rates. This narrative revolves around the idea that with higher discount rates, future earning streams are worth less and thus, present equity valuations should contract.
Investment Outlook Q4/2021
The only “free lunch” in investing, as often argued, is diversification. The notion of significantly reducing risk without compromising returns has merit. Well-diversified portfolios typically produce comparable returns to any one asset class at a fraction of the risk.
Investment Outlook Q3/2021
As inflation is edging up, the lingering question is whether it will be transitory. The most probable answer is: who knows? Central bankers’ confidence in that price pressures are temporary is somewhat puzzling considering their track record of predicting spillover effects.
Investment Outlook Q3/2019
One of the longest global economic recovery in post-war history is in the making. The expansionary environment that has prevailed since the Great Financial Crisis is approaching 10 years and will soon eclipse all other global growth cycles.
Clients are cutting back on US exposure
As the US and China continue to duke it out in the trade war, many Americans seem to be preparing for an economic downturn.
Karriere bei Ameliora
Für Kundenberater mit US-Kunden bieten sich ausgezeichnete Möglichkeiten, einem dynamischen Unternehmen mit entsprechender Struktur beizutreten.