State of the markets: monthly asset allocation strategies in turbulent times

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.

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In-depth analysis of Otec Corp (1736:TYO): growth prospects and investment strategies

Discover the evolution of Otec, a Japanese company specializing in environmental pipes and equipment, whose valuation remains attractive despite financial performance that can still be improved. After having made a significant gain since my investment, I am wondering about the opportunity to strengthen my position in an uncertain market context.

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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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