ETF

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.

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.

The monthly asset allocation reveals notable changes, including a strong rise in Swiss equities with an impressive jump in the SMI. European markets also show an upward trend, while US equities maintain their positive momentum, although their prices seem disconnected from economic reality.

The monthly asset allocation update reveals a marked downward trend, particularly in Swiss and European equities, prompting a major clean-up in portfolios. Faced with this instability, new investment strategies, particularly in Swiss real estate and equities, should be considered to optimize returns in times of volatility.

Tactical asset allocation reveals an unfavourable trend in the Swiss market, with the SPI index losing against its US counterpart, the S&P. While Japanese equities stand out as a strong investment opportunity, it is crucial to navigate cautiously in an environment marked by the overvaluation of long bonds.