The new virus variant Omikron is once again causing uncertainty and volatility in the financial markets. In the latest Aquila Focus with Nicolas Peter, Head of Investments, you can also find out all about Aquila's positioning in the equity allocation in the new year.

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Focus Points:
0:00 Intro
0:18 Omicron
1:30 Aquila positioning of the equity allocation

#Omikron #Aquila #EAM #Inflation #Ashares #Allocation

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

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.

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

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.

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

#Tapering #Evergrande 1TP5Insecurity

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.

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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

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.

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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

Thanks to the continued positive macro environment and the recovery of corporate earnings, some stock indices reached new highs. Cryptocurrencies were significantly more volatile - after the Bitcoin price reached a new all-time high, it corrected by over 25%.

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Focus Points:
0:00 Intro
0:18 Is "sell in May and go away" the right investment strategy?
1:32 Bitcoin price shows its volatile side

1TP5Financial Markets #SellInMayAndGoAway #cryptocurrencies #bitcoin #aquilaFocus

Many Swiss investors had reason to be satisfied with the portfolio performance in the first quarter of 2021. In the first three months, "the higher the equity allocation, the better the performance" applied.
Two factors will influence equity markets in the short term and provide deeper insights into our tactical investment policy.

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Focus Points:
0:00 Intro
0:18 Portfolio performance in the 1st quarter
1:55 These two factors will influence the stock markets in the short term

1TP5Performance 1TP5Market Expectations 1TP5Stock Market #aquila #aquila Focus

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