05 July 2023 | 1 min. readingtime
June 2023 was a typical risk-on month, with equities doing well and bonds not. The biggest loser was once again listed real estate. Read more and download the full report.
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Most major stock markets had a good month in June, at least in Europe and the US. The American stock market outperformed European stock markets, with a monthly return in euros measured at 4.3% for the MSCI North America index and 2.4% for the MSCI Europe index. If we compare returns not in euros but measured in local currencies, the differences widen further due to the depreciation of the US dollar, in favor of the US. In the case of US equities, it was also notable that technology stocks were still leading in June, but the yield differences with 'traditional' sectors were smaller than earlier this year.
08 April 2025 | 2 min. readingtime
In March, stock markets worldwide yielded sharply, with U.S. equities again the biggest laggard. Meanwhile, interest rates on European government bonds rose.
10 March 2025 | 1 min. readingtime
European stocks are catching up with U.S. stocks and are already at a 10% return in this early year versus just 1.8% for U.S. stocks.
30 October 2024 | 1 min. readingtime
It is still 'too close to call' in terms of the outcome, but what both American presidential candidates currently advocate in the economic field has already become clearer. What could this mean for investments?
