Portfolios: situation as of 01.05.2025
Financial markets are oscillating wildly under Trump's influence, with stock market performance in decline and the dollar in free fall.
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Investment strategies in the face of political change and aversion to US assets
In the face of current economic uncertainties and fluctuations in U.S. assets, learn how to adjust your investment portfolio to ensure its resilience.
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Portfolios: situation as of 01.04.2025
Explore how markets and portfolios performed in March 2025, as the S&P 500 suffered and defensive strategies proved effective.
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Micro Caps in 2025: Alarming Performance and Outlook for a Possible Economic Crisis
Microcaps, those companies with small capitalizations, are experiencing a difficult start to 2025. Should we rethink our strategy in the face of this uncertainty?
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How Low Interest Rates Brought Lame Ducks to Power
Low interest rates have redefined the American economy and politics, strengthening the real estate and technology sectors and fostering the emergence of influential tycoons.
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Portfolios: situation at 01.03.2025
Discover the performance of the Determinant Portfolio in February, highlighting the gains of the Blue Chips and the challenges of the Micro Caps, while ensuring your vigilance in the face of market uncertainties.
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The Price to Book Ratio: definition, calculation and backtest
The Price to Book Ratio (P/B) is a fundamental financial indicator that allows investors to evaluate a company's market value relative to its book value. This ratio is calculated by dividing the stock price by the book value per share. A P/B ratio below 1 may suggest undervaluation, while a high ratio may indicate potential overvaluation.
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Understanding how LPP portfolios work in Switzerland: composition, performance and investment limits
Find out how occupational pension provision (BVG) in Switzerland shapes your retirement. Explore the composition, management and performance of BVG portfolios.