An overview of recent market developments and macroeconomic conditions, as well as our over- and underweight positions. This primarily discusses equity, bonds, and money markets. Alternative investments, such as real estate and private equity, will not be systematically covered in the report, but such asset classes should also be included in a long-term investment portfolio.
Global markets rallied to new highs in April despite continued geopolitical tensions and elevated ... Read the article now
Geopolitical tensions and elevated oil prices are reshaping the global investment landscape. We are ...
Geopolitical tensions and new AI launches are rattling markets in March. Oil and gas prices are ...
January was marked by renewed geopolitical tensions and shifting market expectations. Against this ...
Historical returns are no guarantee for future returns. Future returns will depend, inter alia, on market developments, the fund manager’s skills, the fund’s risk profile and management fees. The return may become negative as a result of negative price developments. There is risk associated with investing in funds due to market movements, currency developments, interest rate levels, economic, sector and company-specific conditions. Returns may increase or decrease as a result of currency fluctuations. Prior to making a subscription, we encourage you to read the fund's prospectus and key investor information document which contain further details about the fund's characteristics and costs.
