Geopolitical uncertainties, trade policy turbulence and a strong currency are currently shaping the financial markets. Despite these challenges, surprisingly stable trends are emerging, offering new opportunities for investors. Discover the key topics in the latest Market Overview now.
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Contribution by Michael Frei-Otero: Opportunities and Risks of the Strong Swiss Franc
Michael Frei-Otero, Head of 3a Pensions & Vested Benefits at Tellco, examines in this contribution the impact of the strong Swiss franc on the financial markets. He explains how the franc acts as a safe haven in uncertain times, but also what challenges it poses, particularly for export-oriented companies.
Current Mortgage Rates
In our Market Overview, we also present the current terms for our attractive mortgage rates. Those interested are welcome to request non-binding advice and receive up-to-date daily rates.
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Equities – Resilience Despite Trade Conflicts
Despite ongoing geopolitical uncertainties and the tariff policies of US President Trump, the stock markets remain surprisingly stable. Many indices continue to hover close to their yearly highs. But how long can this composure last? We take a closer look at whether investors should prepare for a potential precious metals rally following the gold boom.
Fixed Income – Mixed Signals from the USA
The US economy is sending mixed signals: while some economic data are solid and there is speculation about a possible interest rate cut by the Fed, the weakening industrial sector points to potential risks. We consider whether the US central bank might soon come under pressure or continue with its cautious course.
Alternative Investments – Diversification Beyond the US Dollar
In a world shaped by geopolitical tensions and currency fluctuations, investments outside the US dollar are gaining importance. We analyse how private markets, infrastructure investments, private debt and hedge funds can serve as diversification tools to deliver stable returns, and what role they could play in a multipolar investment environment. What role could these investment forms play in such an environment in the future?
The latest Tellco Market Overview shows that there are strategic opportunities even in uncertain times – provided you know which levers to pull.