Stock markets faced further losses in March due to a looming economic slowdown in the USA. Is the correction over, or are we heading into a recession? We remain overweight in emerging market equities.
The renaissance of the competitiveness of the Chinese IT sector and the first steps to overcome the real estate crisis in the People's Republic of China open up new perspectives. Therefore, we are increasing our equity allocation via emerging markets.
While the largest companies dominate the stock markets, small caps offer an interesting alternative. In this context, artificial intelligence supports the portfolio management team of a recently launched Swisscanto fund in identifying the winners of tomorrow.
Private equity is becoming a staple in diversified portfolios for an increasing number of investors. We will be using private equity investment solutions to a greater extent in multi-asset mandates – the reasons.
European equities have had a spectacular start to the year, while the seven IT giants, the "Magnificent 7" or "Mag7," are showing signs of weakness. We continue to maintain a neutral equity allocation and favour alternative investments.
Stock markets are at record levels and valuations are rising. Although bull markets can last a long time, the risk of a stock market crash is increasing. Those who want to hedge without selling stocks currently have inexpensive options.
Only a handful of stocks are responsible for the recent price fireworks, while the rest of the market is trending downwards. Furthermore, we are cautious about the high valuation of the US equity market.
The stock market in 2024 shines with above-average returns. What will the coming year be like? "The performance bar will be relatively high for equities," says Anja Hochberg in the video interview.
While the dollar rally is now losing momentum, the yen should benefit from further interest rate hikes. Confidence remains high for equities and two alternative asset classes.
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