GRIMALDI & PARTNERS AG: Financial markets after the winter break, what next?

By Silvano Grimaldi, CEO of the independent asset management GRIMALDI & PARTNERS AG

Zurich – Review of 2023 and outlook for the new stock market year 2024. Will this year, influenced by the US presidential elections, end positively? What risks and opportunities should investors consider this year? Silvano Grimaldi, CEO of the independent Swiss asset management Grimaldi & Partners AG, gives you answers to these questions.

Patient stock investors were rewarded in 2023

The repeated statements made by the central banks Fed, ECB and SNB that key interest rates will remain high for a long time have led to losses in share prices and rising yields on government and corporate bonds. Investors responded to the increased yields by increasing the weighting of government and corporate bonds in their portfolios. In order to achieve higher returns, many investors also opted for bonds denominated in US dollars or euros due to the relatively small market for bonds denominated in CHF.

The ongoing decline in inflation rates and the resulting market expectations of imminent reductions in key interest rates by..................................

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