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.
The strong franc poses a challenge for investors
Whenever the franc increases in value, investments in foreign currencies decline in value. However, it may still be worth diversifying into foreign investments in order to avoid cluster risks within Switzerland.
Historically, an internationally diversified portfolio has proven to be the best choice.
Coronavirus risk interpreted in different ways
Coronavirus has triggered a brief slump on the equity markets and is causing movement on the foreign exchange markets. Real estate investments are in demand all over the world, whereas the price of gold has barely responded at all.