Asset Allocation
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…
No «Divergence» in the West and Japan
The much-feared start of the normalization of US monetary policy (“taper”) has thus far proven…
Tactical Asset Allocation Q4/2013
The economies in the US and Japan have picked up, the Eurozone is finally escaping…