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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.

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.