What will happen after the breather?
The temporary suspension of the US tariff increases is a positive signal for the financial markets in the short term. Nevertheless, we have reduced risk .
Insights Blog
Will the US government soon have to back down on tariffs?
President Donald Trump's administration wants to protect the domestic industry from foreign competition with import tariffs of around 22%. We expect the announcements that have been made to be toned down.
Asset Allocation Update April 2025
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.
Asset Allocation Update March 2025
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.
Finding attractive small caps with the help of artificial intelligence
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: From Exclusive Club to Broad Asset Class
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.
Asset Allocation Update February 2025
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.
Fear of a Stock Market Crash? Hedging is currently inexpensive
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.
Tactical Asset Allocation January 2025
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.
Market Outlook 2025 : What we expect
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.
