Fly over the market with us. Our latest Publications.

Aquila Fokus

Aquila Focus #10

aquila focus #10

Impressive profit and growth figures from Swiss companies. A look at the World Climate Conference in Glasgow. Learn more about the decisions around methane emissions, deforestation and coal production in the latest edition of Aquila Focus with Nicolas Peter, Head of Investments Aquila.Follow us also on LinkedIn: https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbDJEYmZWX3ZISDhISC1RQUhWamZUVkdoNngxQXxBQ3Jtc0ttOUxvd2UyUTFvaElHRmQ0akh1ZkIwVGpBbnFBd1QtMkl0dENXb3JVRDljWF9wQVRaZVZqVVdneU9Fb3pQZTdHM1ZNYWRwd1pOMy02RDE0MF9zLW5feHhDUlE2SG9FV0FoSkdWb1RiYV82WWlzY29QSQ&q=httpsch.linkedin.comcompanyaquila-ag

Focus Points:

0:00 Intro
0:15 Swiss shares
1:21 World Climate Conference in Glasgow

#SMI 1TP5World Climate Conference #Glasgow #EAM #Aquila

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Aquila Fokus

Aquila Focus #9

aquila focus #9

Significant recovery on the stock markets. Rebound thanks to strong start to the US reporting season. The topic of stagflation is increasingly making the rounds. Find out more about the current direction of our investment policy in the latest issue of Aquila Fokus with Nicolas Peter, Head of Investments at Aquila.

Follow us also on LinkedIn: https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbDJEYmZWX3ZISDhISC1RQUhWamZUVkdoNngxQXxBQ3Jtc0ttOUxvd2UyUTFvaElHRmQ0akh1ZkIwVGpBbnFBd1QtMkl0dENXb3JVRDljWF9wQVRaZVZqVVdneU9Fb3pQZTdHM1ZNYWRwd1pOMy02RDE0MF9zLW5feHhDUlE2SG9FV0FoSkdWb1RiYV82WWlzY29QSQ&q=httpsch.linkedin.comcompanyaquila-ag

Focus Points:
0:00 Intro
0:16 The recovery of the stock markets
1:41 The latest decisions of the Aquila Investment Committee.

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Aquila Viewpoints

Market Outlook | 4th Quarter 2021

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We are sticking to our forecast for global economic growth of around 5.0% for this year. However, the growth rate has already passed its peak. For 2022, we expect growth of 4.0%.
China is also facing weakening economic growth. Moreover, there are problems in the real estate sector.
The Biden Administration is having difficulty finding Congressional majorities for its ambitious $3,500 billion spending package.
The Fed wants to start reducing (“tapering”) its bond-buying programs in November.
Federal Open Market Committee (FOMC) member interest rate forecasts (the “dot plots“) are consistent with one rate hike next year followed by three rate hikes in each of the following two years.
The September FOMC monetary policy meeting and the indication that the Fed will begin tapering bond purchases later this year had only a marginal impact on the US dollar yield curve.
The quiet sideways trend in the US dollar continues.

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Aquila Fokus

Aquila Focus #8

aquila focus #8

Economic growth figures down, but remain solid. FED holds out the prospect of tapering. Evergrande story creates uncertainty in equity markets. Learn more about our current investment policy and asset allocation in the latest edition of our Aquila Focus with Nicolas Peter, Head of Investments Aquila.

Follow us also on LinkedIn: https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbDJEYmZWX3ZISDhISC1RQUhWamZUVkdoNngxQXxBQ3Jtc0ttOUxvd2UyUTFvaElHRmQ0akh1ZkIwVGpBbnFBd1QtMkl0dENXb3JVRDljWF9wQVRaZVZqVVdneU9Fb3pQZTdHM1ZNYWRwd1pOMy02RDE0MF9zLW5feHhDUlE2SG9FV0FoSkdWb1RiYV82WWlzY29QSQ&q=httpsch.linkedin.comcompanyaquila-ag

Focus Points:
0:00 Intro
0:15 The slowdown in economic growth
0:46 Tapering
1:17 China

#Tapering #Evergrande 1TP5Insecurity

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Aquila Fokus

Aquila Focus #7

aquila focus #7

Strong quarterly figures from US companies. Encouraging reporting season supports equity markets and also the US labor market is recovering. Learn more about the expected economic outlook and our investment policy in the latest edition of our Aquila Focus with Nicolas Peter, Head of Investments Aquila.

Follow us also on LinkedIn: https://ch.linkedin.com/company/aquila-ag

Focus Points:
0:00 Intro
0:19 Encouraging US reporting season supports stock markets
1:33 What could cause volatility again in the short term

#Earnings growth #USlabor market #JacksonHole

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Aquila Flash

Aquila Flash wave of regulation of tech companies

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Not only in China, but also in the US and even the EU, governments are concerned about the ubiquitous power of Big Tech. The influence of their platforms on elections, the security of vast amounts of consumer data and the exploitation of workers are increasingly putting these companies under the spotlight of authorities. In the US, congressional hearings have been held and antitrust lawsuits filed, so far without far-reaching consequences. In China, on the other hand, the government is tightening the reins and the political system allows for quicker action.

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We look forward to hearing from you:
Nicolas Peter

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Aquila AG
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Phone: +41 58 680 60 00

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Aquila AG
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CH-8022 Zurich