Monthly Review November
Stock and bond market rally
Falling interest rates and renewed hopes of a moderate change of course by the Fed drove both the equity and bond markets. Investors became increasingly confident that the central banks had reached the end of their cycle of interest rate hikes. Inflation data was lower than expected on both sides of the Atlantic.
Healthcare
Weight-loss drugs take the world by
A trend is sweeping the world: the "weight-loss injection". Elon Musk has admitted to losing weight with the help of Ozempic, and Kim Kardashian is also rumoured to have done so. The hashtag Ozempic is trending on TikTok, a social media platform.
Market outlook November 2023
Catch-up potential until the end of the year
Looking ahead to November and the remainder of the fourth quarter, we are somewhat more confident than in previous months. A recovery on the markets is possible. Historically, November has always been a positive month after previous losses in August/September/October, based on the US S&P 500 index.
Monthly Review October 2023
Middle East conflict drives gold price and yields
The conflict in the Middle East weighed on the stock markets and drove up yields on US government and corporate bonds in particular. As a safe haven, gold was in high demand and the price of a troy ounce rose by more than seven per cent.
Artificial intelligence
AI: There is a lot of potential for investors in the supply chain
When it comes to artificial intelligence, a lot of people say it feels like a new era was ushered in this year. Historically, similar breakthroughs happened roughly every ten years. If the pattern repeats itself, we are indeed witnessing the dawn of a new era.
DJE - Zins Global
The fund focuses on government and corporate bonds worldwide. The management emphasises high credit ratings and reacts flexibly to market movements. Take advantage of the current interest rate environment.
Values and risks
We are convinced that taking sustainability criteria into account must be an elementary part of our actions.