Safe government bonds with strongest drawdown in 50 years
In our biweekly publication ‘Monitor' provides you with a structured overview of current capital market developments.
Stock markets usually fall before war breaks out, not afterwards
Interest rate hiking cycles put the brakes on equity returns
The worse the sentiment, the better the subsequent performance
The back and forth of styles continues
2021 positive for most asset classes
Market increasingly pricing in Fed rate hikes next year
Back and forth in bond and gold markets
Options markets increasingly influence equity market behaviour
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