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The return of growth will drive cyclical stocks

Written by Allnews | Jan 15, 2024 8:03:44 AM

What does this new year hold in terms of economic prospects ?

"The dangerous phase of the monetary cycle is over. However, European real estate shows signs of weakness..."

While the previous year was marked by the resurgence of challenges such as the crisis in Ukraine and the impacts of Covid-19, experts share their investment strategies. Emphasis is placed on the uncertainty surrounding the evolution of the Swiss franc, early warning signs in the real estate sector, and economic growth forecasts, all while exploring the dynamics of European and American markets.

Discover the commentary of our Chief Investment Officer, Daniel Varela, in allnews, published on January 12, 2024.