Tellco Market Overview April: Courses of Action in Turbulent Times

The year 2025 has established itself as a year of uncertainty. Yet while general market movements are marked by volatility, specific trends are emerging that open up new perspectives for investors.

Gold as a Key Asset

Gold has stood out as the clear winner of recent market phases. With a record high of over USD 3,400, demand for the precious metal has risen to a level driven by inflation fears and the weakness of the US dollar. At a time when almost all other asset classes are weighed down by uncertainties, gold remains the preferred store of value and an indispensable part of a diversified investment strategy.

European Equities as a Safe Haven

Uncertainties surrounding US politics and escalating trade tensions are shifting the focus increasingly to European markets. While US equity markets remain in a bear market, European – and especially Swiss – equities offer more moderate valuation risks and benefit from fiscal policy support. Current market conditions suggest that selective buying opportunities are emerging here, which could become even more important in the coming months.

Alternative Investments as a Response to Market Turbulence

Amidst these uncertainties, more and more investors are focusing on alternative investments. Hedge fund strategies in particular, such as “Relative Value” approaches, are showing strong performance. These strategies are less susceptible to market shifts and even benefit from increased volatility. Investors focusing on diversification could therefore profit from a portfolio that offers a mix of alternative investments and traditional assets.

Curious for more? Read the full market overview to discover all the insights and recommended actions that can help you make the best investment decisions in this challenging market environment.

Markets may be unsettled at the moment, but these developments show that there are still actionable opportunities – if you have the right segments in view.