07 September 2026 | 1 min. readingtime
After a lackluster July, stock markets staged a recovery in August, with the exception of listed real estate. Meanwhile, capital market interest rates continued to rise, driven in part by persistent inflationary pressure and concerns regarding the sustainability of government debt.
Rising interest rates weighed on bonds; government bonds fell by 0.6% and investment-grade corporate bonds by 0.2%. Real estate also suffered from rising rates—particularly the anticipated increase in short-term interest rates. Real estate lost 4.6% in August, making it the worst-performing asset class of the month and for the year to date.
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06 July 2026 | 1 min. readingtime
June 2026 was a positive month for both equity and bond investors. Over the first half of 2026, investors in Asian equities and emerging markets, in particular, achieved high returns.
11 May 2026 | 1 min. readingtime
For the time being, there seems to be no end in sight for the war in the Middle East. The Strait of Hormuz is still closed and oil prices are still high. Nevertheless, last month was actually quite good for stocks.
02 April 2026 | 1 min. readingtime
