The FED revises its inflation forecast.
The first interest rate hikes could now take place as early as 2023.
Learn more about the expected economic outlook and our current 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
0:18 The latest Federal Reserve decisions
1:04 The latest decisions of the Aquila Strategic Investment Committee.
1TP5Inflation 1TP5Increase in interest rates #eam 1TP5Economic growth
Disclaimer: Produced by Investment Center Aquila Ltd. Information and opinions contained in this document are gathered and derived from sources which we believe to be reliable. However, we can offer no under-taking, representation or guarantee, either expressly or implicitly, as to the reliability, completeness or correctness of these sources and the information pro-vided. All information is provided without any guarantees and without any explicit or tacit warranties. Information and opinions contained in this document are for information purposes only and shall not be construed as an offer, recommendation or solicitation to acquire or dispose of any investment instrument or to engage in any other trans action. Interested investors are strongly advised to consult with their Investment Adviser prior to taking any investment decision on the basis of this document in order to discuss and take into account their investment goals, financial situation, individual needs and constraints, risk profile and other information. We accept no liability for the accuracy, correctness and completeness of the information and opinions provided. To the extent permitted by law, we exclude all liability for direct, indirect or consequential damages, including loss of profit, arising from the published information.
Independent asset managers in Switzerland are in good shape, but they agree that their numbers will decrease significantly over the next few years, as a recent survey shows. They do not yet have much to do with artificial intelligence. However, those who do use it are optimizing their investment strategy and obtaining better research material.
In the new environment shaped by FINIG/FIDLEG, the issue of succession has become crucial for many independent asset managers. In this interview, Carine Frick Delaloye examines the issue from a valuation perspective, with a focus on asset profitability. Read the full interview in German here.Voici l'intégralité de l'interview [...]
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.
#aquila focus #EAM 1TP5Investments 1TP5Equities #aquila #asset management 1TP5Gold 1TP5Review 1TP5Outlook 1TP5Central banks 1TP5Interest rate policy
Domicile address
Aquila AG
Bahnhofstrasse 43
CH-8001 Zurich
Phone: +41 58 680 60 00
Aquila AG
PO Box,
CH-8022 Zurich
© AQUILA AG I Imprint I Legal notice / Terms of use I Privacy policy I Privacy policy for employees and applicants