Right now, we have some more movements in the capital markets.
The SMI (Swiss Index) is now slightly above 8’000 points (8’054.42 as I write) and also the DAX is slightly above 9’927.58.
Therefore, I see some good opportunity to further allocate existing equities. As recently stated, there will be some more volatility
towards the upside, once the mark of 8’000 has been reached in the SMI.
As a matter of fact, bond prices have also established some new common ground and new issues on fixed income are again interesting.
However, my idea is to further reallocate existing holdings in order to reduce investment risks, as there are some more dangers
in the markets and central banks will be coming up with eventual further rate hikes, sooner or later.
Nevertheless, I would suggest to look at the markets a bit closer again in order to eventually be ready for actions. Furthermore,
I hear that the shares of Georg Fischer and Givaudan are bought by institutional investors. These two companies are somewhat interesting
regarding at the growth perspective for the future.
Will come back with further ideas.