Sound Invest June 2022
30 June 2022
At mid-year, global equity markets are in a bear market. Opportunities seem within reach, but require discipline and the right focus.
Sound Invest May 2022
24 May 2022
The term TINA (“there is no alternative”) has been a key feature of financial markets for a long time. However, with the current market turmoil, yields in the bond market signal that “there is an alternative” for USD investors.
Sound Invest April 2022
27 April 2022
Sentiment vs. Reality: War, inflation, rising recession fears and a negative investor sentiment blur the outlook. Central banks continue to face increasing pressure.
Sound Invest March 2022
23 March 2022
Risk of Stagflation: The war in Ukraine and a renewed lockdown in China are worsening an already tense situation of supply shortage and global inflation. While inflationary pressure is increasing, rising energy prices will have a negative impact on economic growth, particularly in Europe.
Sound Invest February 2022
21 February 2022
Markets send mixed signals: Rampant inflation unsettles investors. US inflation accelerated again in January. With an increase of 7.5% year over year, numbers were higher than expected.
Sound Invest January 2022
26 January 2022
Rising pressure on central banks: Inflation prompts mounting urgency on fed to accelerate tapering. 2022 will mark the end of loose monetary policy to combat a persistent rise in inflation.
2021 Year-End Letter and Market Outlook 2022
6 January 2022
The great reset of the global economy. The pandemic-ridden year of 2020 was followed by yet another unusual investment year.
Sound Invest November 2021
29 November 2021
Inflation vs. Inflation Expectations: It is difficult to make predictions – particularly about the future
Sound Invest October 2021
1 November 2021
Financial Repression: Inflation overshoots as central banks continue to buy bonds
Sound Invest September 2021
29 September 2021
Bad news out of China: The market expects a low chance of contagion risk from Chinese real estate