Portfolio

Discover the latest trends in financial markets with a monthly asset allocation update, which reveals record valuations, particularly in Switzerland and the United States. As investors navigate between exuberance and caution, emerging opportunities, especially in Japan and emerging markets, are attracting increasing interest.

Discover the latest market trends with our monthly asset allocation update, where stocks are showing positive momentum despite valuations considered extreme. Investors are looking for attractive opportunities and preparing to make a strategic play during the market recovery.

Discover the latest equity market trends after January's spectacular turnaround, with only two markets still down. Remain vigilant, because despite some interesting opportunities, skepticism persists as to the sustainability of this surge.

The equity market trends update reveals a worrying direction, with equity valuations falling in the US and Switzerland. In this context, gold stands out as an attractive safe haven, offering interesting opportunities to adjust one’s portfolio in the face of current volatility.

The monthly asset allocation summary table reveals a stagnant situation, with worrying signals despite a slight improvement in Japanese stocks. As the cash share increases, the author prepares to find good deals during the sales, hoping for positive stock market dynamics in the coming weeks.

The updated monthly asset allocation table reveals a worrying trend, with almost all signals pointing downwards, but Swiss equities showing some resilience. Alternative strategies remain cautious in the face of dissuasive valuations, while real estate is emerging as the only clearly defined investment position.

Discover the latest market trends with our monthly asset allocation update, where Japanese equities show a notable comeback despite a challenging year. Also explore the opportunities and risks of emerging markets and real estate investments, to make informed decisions in an ever-changing economic environment.