Portfolio

Explore the latest stock market trends and how political volatility could impact your portfolio. With liquidity returning, it’s time to ask whether investment opportunities will emerge this summer.

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.