Infection figures continue to delay recovery. Long-term government bond yields have risen significantly in recent weeks. Why you shouldn't say goodbye to all technology stocks.
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Focus Points:
0:00 Intro
0:18 COVID update
1:40 Yield increase at the long end of the yield curve
2:33 Why we are holding on to technology stocks
1TP5interest rate rise 1TP5operation twist #ech stocks #aquila #aquila focus
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In the latest Aquila Focus, Nicolas Peter, Head of Investment & Wealth Management at Aquila AG, takes stock of the last few months and provides an outlook for the end of the year. The equity markets have been strong in recent quarters, while the bond market has also stabilized. The yellow metal once again played a key role: gold has recorded an impressive gain of over 20% since the beginning of the year, driven by geopolitical tensions, persistently high inflation and continued central bank purchases.
Looking ahead to the final weeks of the year, gold remains a key component in portfolios. The gold price could continue to benefit from the uncertainties surrounding the global economy and potential interest rate cuts. In particular, the upcoming US presidential elections and possible new monetary policy measures could lead to increased volatility on the markets. Despite these uncertainties, we are optimistic about the year-end spurt, but are proceeding with caution, as geopolitical risks and economic weaknesses could still challenge the markets.
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