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What a successful start into 2024 for investors! All asset classes, with the exception of bonds, made gains. This was not exactly a performance everyone would have expected. Risk concerns were brushed aside and signs were set for “risk-on” instead. Read more about this in these Market Insights.
The TMT boom peaked 24 years ago – and then it burst, setting off huge losses. With artificial intelligence, we are standing on the verge of the next technological revolution. Will we soon be facing another crash due to hasty growth?
Many Swiss companies are struggling with the strong franc. The euro and US dollar do not appear to be in a position to bring about major corrections – inflation and debt are far too high. Our CEO describes dealing with the current strength of the franc as a fitness programme.
After a horrible 2022, a recovery on the financial markets was to be expected, which actually materialised thanks to a high in summer and a late rally. The current environment is therefore “constructive” and gives us hope for a positive investment year in 2024.
Over the past two decades, global economic development has increased and led to strong international dependencies. Will a phase of de-globalisation now follow? If so, will it be substantial?
The cause for the rise in interest rates in recent weeks and months is not easy to see. Can artificial intelligence shed light on the matter? We asked ChatGPT. And we received an answer that is reassuring, anyway for analysts.
H4L: A new acronym is taking hold around the financial markets. The realisation that interest rates will remain high for longer has left a distinct mark on financial markets lately. Was that it on the interest rate front? And what else are investors to expect till the year’s end?
