Asset Allocation
Swisscanto: May 2014 Consistent investment policy for equities…
The markets showed little change at the end of April compared with the previous month.…
Swisscanto: April 2014 Slight equity overweight still justified
In March the markets were only temporarily affected by the Crimean crisis, flagging Chinese economic…
SC: March 2014 Synchronous growth gives equities further…
In February it was largely possible to offset the price bumps from the end of…
December 2013: SC – Equities continue to benefit…
The continuing abundance of liquidity and lack of alternatives in bonds are driving up stock…
November 2013: SC – Only European equities remain…
The successful resolution of the US government shutdown and the repeated delay of discussions regarding…
October 2013: SC – Tapering: Postponed is not…
The equity and capital markets responded very positively in September when the US Federal Reserve…