Categories
English Markets

Rate hikes and other fears for the markets (Q3 2022)

By tracking key ETF price ratios (PER and PEG) and forex levels, you can identify good entry points into regions and currencies for long-term investing.

Categories
English Markets

Stagflation (Q2 2022)

The environment has become unfavorable for virtually all investments, but the investors should be reluctant to make significant portfolio changes based on uncertain alpha research.

Categories
English Markets

War in Ukraine and the views of Carmignac and Shiller (Q1 2022)

One should be careful with concentrated ETFs as we have seen during this first quarter in case of ETFs focused on Russia, but also on a specific region (Eastern Europe) or on a theme (BRIC).

Categories
English Markets

Market situation for the individual investor in Q4 2021

If interest rates rise in the US in 2023 and in Europe in 2024, a decline in equity returns is likely in the medium term for developed countries and US large caps.

Categories
English Markets

Investments in European indices

In order to avoid the overpriced European big caps, some ETFs covering Germany, England or broader capitalization seem more attractive.

Categories
English Markets

What portfolio management in case of inflation? 

While stocks suffer in the event of extreme inflation, they still offer acceptable protection in the event of limited inflation. Make minor adjustments but do not deviate from your investment objectives.

Categories
English Markets

Bond market, Chinese mega-techs and growth stocks (Q3 2021)

Buying a “developed world” ETF today means gaining massive exposure to highly valued growth stocks.

Categories
English Markets

Real estate prices following the pandemic in Europe and Switzerland

The demand for real assets, especially real estate, is enormous in Europe. Unless interest rates rise sharply or the economy slows down, this situation does not seem to be easing.

Categories
English Markets

Inflation, Interest Rates and Forex (Q2 2021)

Various forecasters have changed their view of the dollar and now expect a robust development rather than weakness due to a possible rise in interest rates.

Categories
English Markets

Passive investing and investor activism

Passive investment funds such as ETFs are effectively managing a growing share of the corporate world. Vanguard and BlackRock should further develop their charter of good corporate governance practices.