Switch of favourites due to expected "Fed pivot" with rate cuts in 2023
In our biweekly publication ‘Monitor' provides you with a structured overview of current capital market developments.
Earnings expectations likely to come under pressure
One of the historically worst first half years is behind us
Bear markets take hold - bonds also with massive losses
Systematic investment strategies supportive in the short term
Government bonds recently again with better diversification effect
Equity markets likely to remain erratic for the time being
Bonds not yet significantly more attractive despite higher real yields
April historically tends to be the best month for global equities
Safe government bonds with strongest drawdown in 50 years
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