In the past quarter, the stock markets moved sideways, with the economy losing momentum. The global growth engine China has started to sputter. As China stabilizes, we expect the global cyclical recovery to resume in the final quarter.
In the short video you can see our assessment of the markets with a focus on the situation in China.
With the Fed's interest rate cuts in the USA, the last major global central bank has now entered the interest rate cut cycle.
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Following a decline in demand for electricity over the last two decades, we are now at a turning point. The electrification of heating systems, increasing electromobility, industrial automation and power-intensive data centers are just a few examples.
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On May 7, 2024, we were guests at Komax in Dierikon with interested investors. We have been investing in Swiss second-line stocks through our equity fund Reichmuth Pilatus since 1996. Komax has been listed on the Swiss stock exchange since 1997 and we bought Komax shares for the first time in January 1999.
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With the start of the European Football Championship, Dr. Matthias Ramser and Marc Strub discuss where similarities lie in the considerations of a head coach and a portfolio manager.
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Since the beginning of the year, only four of the seven technology stocks that dominated last year have outperformed the market. This means that market concentration has increased further.
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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.
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