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Market Commentary 4th Quarter 2023

Who can defy the recession?

After a strong start to the year, the summer months were, as usual, rather quiet on the financial markets. However, increasingly strong divergences in economic terms are becoming apparent.

In the USA, the economy continues to be very robust, while momentum in Europe is slowing significantly.

Dr. Matthias Ramser and Philipp Murer give their assessment in the video and discuss in particular what signals we hear from the Swiss industry as well as what implications we derive for our investment policy.

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