Category: Investment flash

Swiss GDP growth of +0.3% in Q1 2023 and +0.6% year-on-year (+0.5% after adjusting for the effects of sporting events) surprised observers, who were only expecting a +0.1% rise. Slightly better momentum at the start of the year was underpinned by (...) GDP growth and inflation will not upset the balance Discover our Investment Flash [...]

The drop in Chinese demand had been one of the main factors penalizing the evolution of industrial metals' markets, which were down by -8% in 2022. After a few positive weeks at the beginning of the year, which had pushed prices to extremes in a panic caused by (...) China's renewed growth reinforces imbalances Discover [...]

China's inflation continues to slide steadily and continues the decline that began in October. The CPI index is now only advancing by +0.1% over one year in April, after peaking at +3% in September 2022. Inflation is therefore under control in the country, the index excluding food and energy advances only by +0.7%, while (...) [...]

The profit expectations for all stocks in the SMI index are +16.5% for the next twelve months, while the global economic scenario is rather positive with risks of temporary regional recessions during the year. Almost half of the companies in the SMI have (...) Investment policy focused on secondary stocks Discover our Investment Flash down [...]

The fall in international listed real estate stocks observed in February and March does not seem to us to reflect the negative situation for most of them. Indeed, often falling back to the price levels of the beginning of Q4 2022 and sometimes already significantly below them (...) The recent correction is an opportunity to [...]

A major shift is taking place in global commodity trading and beyond this sector in the global trade of goods and services. De-dollarization now seems to be accelerating with the development of a China-backed trend (...) Declining global demand and falling dollar Discover our Investment Flash down below: Read more To make sure you don't [...]

After having been one of the best assets in terms of relative performance in 2022, gold has again kept its promises in 2023 increasing by +9.77% and by approaching, once again, its historical high of $2,075 per ounce. At the beginning of the year we announced that the yellow metal would benefit (...) BRICS support [...]

The decline in crude oil prices from their June 2022 highs above $120 to $70 was interrupted by the expectation that China would reopen and recover its demand for crude oil. As this was not forthcoming, inventories (...) Trend change for crude oil prices Discover our Investment Flash down below: Read more To make sure [...]

The banking crisis of the last few days has had a major impact on the financial stability of Switzerland, which had never imagined to face a major crisis situation such as the one posed by the risk of bankruptcy of the country's second systemic bank. In a few hours (...) Switzerland's financial stability is in [...]

The US Federal Reserve meeting ended with a 0.25% increase in key rates. This may well mark the end of the monetary tightening cycle that began twelve months ago, despite the door being left open to further possible increases by (...) Markets still betting on rate cuts in 2023 Discover our Investment Flash down below: [...]