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CHART OF THE WEEK - US equities are strongly overvalued

CHART OF THE WEEK - US equities are strongly overvalued

Trend of the past years when US equities have showed significantly better performance should in our view gradually reverse (mean-reversion). And this primarily due to valuation reasons. We are of the view that US equities are tremendously overvalued. The following table...

CHART OF THE WEEK - Financial repression

CHART OF THE WEEK - Financial repression

The term financial repression describes a situation in which we have been on financial markets recently. It regards negative interest rates, respectively negative yields to maturity on government bonds and exceptionally also corporate bonds, especially in the Eurozone.

FINANCIAL MARKETS WEEKLY - Positive sentiment continued

FINANCIAL MARKETS WEEKLY - Positive sentiment continued

The main news of the past week was the signing of the phase one deal between the US and China. Markets sighed, though nervousness and uncertainty about the further development continues. Additional important news was that the global economy grew in 2019 by slowest pace since...

PF 2020

PF 2020

Wishing you a Merry Christmas with your loved ones and may you have a very prosperous personal and professional year in 2020!

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