Grimaldi & Partners: Sustainable recovery of share prices or just bear market rallies?

By Silvano Grimaldi , CEO Grimaldi & Partners

Zurich – Last March's stock market rebound, like this summer's, both turned out to be pure bear market rallies. Recently, the stock markets have been in a frenzy over September's fall in US consumer prices. Is this the beginning of a sustainable recovery? Should investors now buy more shares? Silvano Grimaldi, CEO of the independent asset management company Grimaldi & Partners AG, gives you the answers to these and other questions.

Reasons for the previous stock market recovery
In the first half of 2022, the stock markets were characterized by massive price declines. However, prices recovered at the start of the second half of the year. Unsurprisingly, low valuations, high cash holdings and the further increase in share buybacks compared to the previous year – not only in the USA but also in Europe – at least caused the bear market to be interrupted. Asset and fund managers who were forced to take action due to price increases then had to try to correct performance setbacks by increasing the share quota again. The recent fall in inflation rates in the USA gave the summer rally an additional boost.

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