Investment compass – July 2025

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.

Dollar blues

The US dollar is taking a plunge. But this also creates opportunities.

The clearest trend in 2025 so far has been the dollar’s collapse.

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Investment compass

Information 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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Information on investing

Get more from your money. Get succinct investment insights for novice and advanced investors nine times a year as part of your subscription. How to become an investment pro step by step.

The newsletter is aimed at customers domiciled in Switzerland. The legal information and information on the protection of personal privacy apply.