Von Fabrizio Quirighetti, CIO und co-Head of Multi-Asset, Hartwig Kos, Vice CIO und Co-Head of Multi-Asset, Adrien Pichoud, Chief Economist und Portfolio Manager, und Guido Bolliger, Co-Head Quantitative Solutions, bei SYZ Asset Management
Mit Blick auf das vor uns liegende Jahr 2018 betrachten wir die Auswirkungen der Inflation und der Geopolitik auf Kapitalanlagen, untersuchen das Bewertungsniveau von Anlagen und beurteilen das Marktrisiko, um die wichtigsten Faktoren festzustellen, die sich in diesem Jahr auf die Erträge auswirken könnten.
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