Stock market outlook

November 5, 2025 – Find out more about developments on the financial markets: How much substance is there in the AI boom?

October 9, 2025 – Find out more about developments on the financial markets: Gold price – what’s next?

September 4, 2025 – Find out more about developments on the financial markets: Will the positive market sentiment continue?

August 7, 2025 – Find out more about developments on the financial markets: Tariff shock – Markets between hope and unease

July 3, 2025 – Find out more about developments on the financial markets: Middle East escalates – stock market stays cool…

June 5, 2025 – Find out more about developments on the financial markets: Positive markets despite uncertainties…

May 7, 2025 – Learn more about the developments on the financial markets: Skid marks in the US…

April 9, 2025 – Learn more about the developments on the financial markets: Trump’s showdown with the world…

March 5, 2025 – Learn more about developments on the financial markets: The customs carousel keeps spinning…

February 6, 2025 – Find out more about developments on the financial markets: Despite much ado – the start to 2025 has been successful…

January 14, 2025 – Find out more about developments on the financial markets: This will be the stock market year 2025. What do investors need to consider?

December 6, 2024 – Find out more about developments on the financial markets: USA & Europe – a mismatched pair. What do investors need to consider?

Find out why you should invest in gold: Protection against inflation, portfolio stability and retirement provision – this is how gold can secure your wealth.

November 12, 2024 – Find out more about developments on the financial markets: Trump becomes president of the USA again – What does this mean for investors?

An overview of pillars 3a and 3b of private pension provision and targeted asset management at Point Capital for a secure financial future.

October 3, 2024 – Find out more about developments on the financial markets: What impact will the measures in China have on the global economy and for investors?

A look at proven approaches to asset protection and smart investments to successfully meet the challenges of inflation in 2024.

September 4, 2024 – Find out more about the latest developments on the financial markets: Those who keep their nerve have an advantage – what do investors need to consider?

How politics and the stock market are linked and why predictions in both areas can often be deceptive – especially in times of uncertainty.

August 7, 2024 – Find out more about the latest developments on the financial markets: Vacation season turbulence – what’s behind this market turmoil and what’s next?

Anxiety and stress when investing? Find out how a well thought-out investment strategy can support your financial goals and help you sleep soundly.

What is the best stock to invest in? A question that concerns many investors. But long-term investment strategies tend to be the key to success.

July 10, 2024 – Find out more about the latest developments on the financial markets: Switzerland is pursuing a forward-looking monetary policy – and what is the Fed doing in the US?

June 5, 2024 – Find out more about the latest developments on the financial markets: Continued unclouded outlook on the stock market? What do investors need to consider now?

Discover why foregoing dividend payments and focusing on long-term effects and innovative companies can maximize your investments.

May 7, 2024 – Find out more about the latest developments on the financial markets: Consolidation on the stock markets in recent weeks. What are the consequences? What does this mean for investors?

Find out why wealth managers can hold a candle to robo-advisors and why personal advice is often irreplaceable in the financial world.

April 4, 2024 – Find out more about the latest developments on the financial markets: The SNB was one of the first central banks to cut interest rates in a surprise move. What are the consequences? What does this mean for investors?

Bitcoin and co. are once again experiencing one of their famous booms, driven by hopes surrounding the next halving…

Are we living in a bubble that ignores the real economic risks?

March 6, 2024 – Find out more about the latest developments on the financial markets: Interest rates, US stock market vs. Europe. Current issue: “Strong US corporate results”

February 7, 2024 – Find out more about the latest developments on the financial markets: Interest rates, US economic growth and assessments of the stock market year 2024 Current issue: “AMERICAN DREAM”

I will show you why it is important not to be tempted by these gloomy visions.

January 10, 2024 – Find out more about the latest developments on the financial markets: Interest rates, economic growth and potential risks in the stock market year 2024. Info on current stock market trends.

Find out more about the latest developments on the financial markets: Interest rate peaks, inflation and geopolitical conflicts. Stay informed about the latest stock market trends in December.

In the world of investing, it is often the quiet sounds of failure that teach the most valuable lessons.

Find out more about the latest developments on the financial markets: Interest rate peaks, inflation and geopolitical conflicts. Stay informed about the latest stock market trends in November.

Our pension solutions 3a and vested benefits: it’s all about your future, your dreams and your financial security.

Find out more about the latest developments on the financial markets: Interest rate decisions, inflation and oil price developments. Stay informed about the latest stock market trends in October.

Here are my top 4 arguments for investing with an asset manager…

Today more than ever, the right investment is the key to financial stability and retirement planning. Learn about important terms on the stock market.

Find out more about the latest developments on the financial markets: Interest rate decisions, inflation and stock market performance. Stay informed about the latest stock market trends in September.

What are the capital markets doing? Here you will find our current stock market outlook as of August 8, 2023: “Downgrade of the USA: All not so bad!”.

The stock market can also be entertaining. These are my top 3 fun indicators for the humorous investor.

What are the capital markets doing? Here you will find our current stock market outlook as of July 5, 2023: “The cards are on the table: reporting season is just around the corner”.

While traditional financial theory focuses on how rational, logical people make decisions, behavioral finance says: “Wait a minute, it’s not that simple!”

What are the capital markets doing? Here you will find our current stock market outlook as at June 8, 2023: “All eyes are on the Fed”.

Imagine that gold is just scraping the record high and it almost seems as if nobody is interested. It’s as if the old king, whom everyone has forgotten, is quietly polishing his crown.

What are the capital markets doing? Here you can find our current stock market outlook as of May 5, 2023: “Economy performing better than expected”.

“The reports of my death are greatly exaggerated,” the American author Mark Twain is reported to have once said. Recently, we have also been hearing and reading more and more reports about the dollar that suggest the imminent demise of the global reserve currency.

What are the capital markets doing? Here you will find our current stock market outlook as at April 6, 2023: “Company results in focus”.

Investing money has also been more relaxed. As if out of nowhere, there is suddenly a hint of financial crisis in the air again. Be on your guard: the only sure things in life are taxes and death. There are no certainties when investing money!

What are the capital markets doing? Here you will find our current stock market outlook as at March 7, 2023: “Stimulus from China”.

Right now I (and perhaps you too) are feeling a slight unease in the pit of my stomach. The war in Ukraine is not coming to an end and inflation is not falling as quickly as hoped. Who wants to buy shares in the current environment?

Have you noticed the global recession? We were warned about the bursting of a huge bubble, a brutal economic downturn, even a global recession. Well, we’re still waiting for it…

What are the capital markets doing? Here you will find our current stock market outlook as at February 7, 2023: “Optimistic start to the new stock market year”.

Will the new year be better for equity investors? After great years on the stock market, the shares of many hyped companies came crashing down again in 2022. What will the stock market do in 2023?

What are the capital markets doing? Here you will find our current stock market outlook as of January 10, 2023: “Slowed inflation momentum”.

What are the capital markets doing? Here you can find our current stock market outlook as of December 6, 2022: “Higher for Longer”.

What would the stock market be without all the fairy tales and fabulists, er bank strategists! The latter regularly give their best estimates…

What are the capital markets doing? Here you can find our current stock market outlook as at November 4, 2022: “Bright spot: Solid corporate results”.

Homo sapiens are not made for the complex world of the stock market. The abundance of figures, opinions and price movements overwhelms our brains. A few tips for navigating the stock market storm…

If you can’t handle a 50% setback in your investments, then you will get the mediocre returns you deserve.

What are the capital markets doing? Here you can find our current stock market outlook as at October 6, 2022: “A special cocktail”.

What are the capital markets doing? Here you can find our current stock market outlook as of September 5, 2022: “Powell has pulled the plug”.

Anyone who buys shares today in the face of the many negative headlines has to have a fair amount of courage. But that is precisely the point: “Most great investments start with discomfort”…

I’ve always known it: shares are particularly risky! There is hardly a stock market index that is not in a bear market. I can still understand it with the Nasdaq…

Moralizers are now everywhere. “Do good and talk about it” has also become the order of the day when it comes to investing. It is sold under the label “ESG”, which stands for environment, social responsibility and good corporate governance…

Do you feel uncomfortable in the current market environment? I understand you quite well. The world is out of joint, inflation is getting out of hand, Putin is on the rampage in Ukraine and the US Federal Reserve is about to go through a tough cycle of interest rate hikes…

The traditional portfolio consisting of 60 % equities and 40 % bonds is currently failing.
The good news: gold can bring stability back to your portfolio. Gold? Yes, I know, in the age of cryptocurrencies it sounds hopelessly old-fashioned and dusty, but…

Just a few weeks ago, everyone was a coronavirus expert, then they became luminaries of monetary policy and now they have become geopolitical strategists virtually overnight. Respect! The combination of stock market and military strategists is almost even better…

Interest rate hikes, liquidity reduction, balance sheet contraction – these are all terrible words. So terrible that they send share prices plummeting and many investors’ pulses racing. This is not only unhealthy in a medical sense, but…

You should know that your parents-in-law’s assets are invested in their property, a small amount in bonds and the rest is parked in their bank account as liquidity. In your eyes, their capital is therefore securely invested. The only problem is that…

May I introduce: My brother-in-law. He is one of my growing number of acquaintances with a hidden talent for the stock market. Lately, he has been telling me regularly about his great investments as if he were an old hand in the business.

Who hasn’t heard of the well-known pundits and economists who forecast economic growth to the second decimal place? Just recently, a report from Goldman Sachs landed on my desk in which the economists adjusted their growth estimate for China next year from 5.6% to 5.2%. Really now?

Is it coming, is it not coming – or has inflation already returned? For the central banks in the industrialized countries, the rise in inflation is merely a temporary phenomenon. But what if they are wrong?

Since March 2020, the US Federal Reserve has been diligently buying bonds to support the economy. Now it is hinting at a reduction in purchases. What does this mean for investors?

Are cryptocurrencies socially acceptable and do they belong in a well-diversified investor portfolio these days? Or is it purely a speculative instrument? The personal assessment of our stock market expert Thomas Gebert.

In the second quarter, the US economy experienced the highest growth in the last 38 years, at least according to the latest estimate from the Atlanta branch of the US Federal Reserve. Was that it, or can the Americans go one better?

The financial markets fluctuate between these poles. A year ago, the stock markets were still in the doldrums, but at the moment we are hearing more and more cheers.

Firstly, things turn out differently and secondly, than you think. At the start of the year, most experts expected a weak dollar. There were many reasons for this – but the greenback did not play along.

The economy is picking up speed – worldwide. How the impending upturn is also driving inflation in Europe.

An exciting forecast is doing the rounds among stock market experts: a sector rotation is imminent, i.e. a shift from one sector to another. In plain language: stocks that performed well yesterday, such as technology stocks, will be overtaken by other sector stocks. Read on to find out who could rise and who could fall and how a rotation works.

Many investors are asking themselves: Is it business as usual on the stock markets or are the fat years over? What has the Covid-19 pandemic done to the markets, and what’s next for the government’s flood of money? Here are five theses to help you navigate a volatile environment.