No winter blues on the financial markets
We face a challenging winter from both a health and economic perspective. However, the financial markets are already looking further ahead.
Investment compass – November 2020
The monthly newsletter 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.
Positioning
Taking advantage of opportunities, while keeping an eye on risks
After the exciting developments of recent weeks, we are adopting more balanced positioning in our portfolios. We aim to take advantage of investment opportunities, while keeping an eye on risks.
Where are the financial markets finding their resilience?
Market overview
Markets defy second wave of coronavirus
There has been no sign of the November blues on the markets so far – in fact, quite the opposite. The anxiety of recent months gave way to fresh optimism in early November thanks to greater clarity over the US election and the good news regarding a highly promising coronavirus vaccine. Little attention is being paid to the second wave of coronavirus and its economic fallout.
Economy
East Asia provides cause for hope
In Europe and the US, another decline in economic output is anticipated in the fourth quarter due to the rising case numbers. In contrast, East Asia seems to be over the crisis, providing a glimmer of hope for the global economy.
Model portfolios
Neutral tactical positioning of our portfolios
A positive outlook despite the second wave of coronavirus is spurring the financial markets on. Regionally, East Asia is showing potential.
Newsletter
Investment compassInformation relevant to your investment decisions. The “PostFinance house view”, complete with our position on and assessment of the financial markets and the overall economic situation.
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Investment compass compactFor independent investment decisions: concise, crystal-clear information on the financial markets and the overall economic situation.
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