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Investment Review

Investment April 2024

Author: Heino Hoch
Date: March 2024

Strategic and tactical adjustments

In the framework of our investment process, we discuss the long-term earnings forecasts for different asset classes on an annual basis. From this, we derive the optimum asset allocation for various risk profiles. Each month, we decide on specific deviations from this long-term strategy. Whilst we have strategically increased the bond allocation - prompted by higher interest rates - we will be refraining from bond buying in the short term, in the expectation of better purchase prices in the near future. On the other hand, a higher commodities allocation seems appropriate in the short term, given the current geopolitical situation.

Asset Allokation Update: Download complete report
Investment April 2024