Strategic readjustment: monthly asset allocation and the return of Japanese equities

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.

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What will happen when it is no longer possible to withdraw your 2nd pillar in the form of capital?

How to optimize the management of your 2nd pillar in the face of increasing restrictions on capital withdrawals? Discover an effective strategy to maximize your pension assets, including vested benefits account options and the associated tax benefits.

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Monthly Asset Allocation Analysis: Economic Outlook and Investment Opportunities

The monthly address highlights a persistent negative trend on the stock markets, with Swiss stocks down despite a slight rebound. In the face of uncertainty, it is advisable to prioritize a cash reserve, while keeping an eye on investment opportunities, particularly in Canada and in real estate.

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Analysis of Tigers Polymer Corp (4231:TYO)

Tigers Polymer Corporation, a Japanese manufacturer of rubber hoses and products, is posting strong financial performance with comfortable cash reserves and consistent value creation for its shareholders. The company, founded in the Year of the Tiger, has robust financial metrics with an encouraging Altman and Piotroski Z-Score, suggesting significant growth potential despite recent stock underperformance.

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