Market commentary 1st quarter 2024
Three investment ideas for the economic and interest rate environment
After a pleasing investment year in 2023, we also expect a good investment environment for the new year. The US economy remains robust and inflation will decrease in the future.
However, the restrictive monetary policy will continue to create economic headwinds in the future.
Dr. Matthias Ramser explains our assessment of the environment in the video with Patrick Erne, Silvan Betschart and Rolf Rathmayr and shows the three best investment ideas for the coming year.