Our newsletters contain information on current market developments and the resulting consequences and actions for our asset management mandates. We assess the situation on the global financial markets and provide an outlook for possible developments.

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  • Our Opinion
  • Buy the Dips
  • Investment Letter
Our Opinion
“Germany – the sick man of Europe” Our Opinion, October “Is a US recessionon the horizon?” Our Opinion, September “US interest ratecut coming soon?” Our Opinion, August “Reduce your carbonfootprint whilemaking money” Our Opinion, July “Low valuation AND momentum” Our Opinion, June “Strong, stronger, Swiss franc” Our Opinion, May “Below-average price performance expected for US equities” Our Opinion, April “Permavucalution” Our Opinion, March “Are stocks less risky than bonds?” Our Opinion, February “4’859.62” Our Opinion, January “Are carefree markets dangerous?” Our Opinion, December “No Landing” Our Opinion, November “Wealth accumulation
with passive
investments”
Our Opinion, October
“Phenomenal
Swiss franc”
Our Opinion, September
“Many roads lead to Rome” Our Opinion, August “Shrinking
money supply”
Our Opinion, July
“Deglobalisation” Our Opinion, June “Walking a tightrope” Our Opinion, April “Déjà vu?” Our Opinion, March “Fight the Fed” Our Opinion, February “Gold – a buy?” Our Opinion, January “Recessions or recessionette?” Our Opinion, December “Recessions and
equities”
Our Opinion, November
“Keep calm” Our Opinion, October “The Neue Bank traffic light is still yellow / amber” Our Opinion, September “The crucial question” Our Opinion, August “The euro keeps falling” Our Opinion, July “The bear is dancing” Our Opinion, June Behind the curve Our Opinion, May Endless Our Opinion, April Bad sentiment Our Opinion, March Equities and interest rates Our Opinion, February Has the classic portfolio structure become obsolete? Our Opinion, January 2021 – paradigmatic wall of worry Our Opinion, December Good chance of a year-end rally Our Opinion, November Perpetual debt Our Opinion, October Buy the Dip Our Opinion, September «The markets have been performing well – is that a reason to sell?» Our Opinion, August «AAA rating» Our Opinion, July «The most powerful force in the universe» Our Opinion, June «NEUE BANK traffic light now light green» Our Opinion, May Boom time? Our Opinion, April
Buy the Dips
Investment Letter
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