The new Tellco Market Overview appears in a fresh design and offers a concise overview of the most important developments in the financial markets. The focus is on precious metals and equity markets, the monetary policy shift of the US Federal Reserve, attractive financing opportunities in the Swiss property market, and the growing interest in alternative investments.
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Commodities & Equities – Precious Metals on the Rise
The gold price continues its record-breaking run with increased momentum. The surge is being driven by strong inflows into gold funds, expectations of lower interest rates, and purchases by central banks seeking to strengthen their independence from the US dollar. Silver also remains in demand and is trading at its highest level in 14 years.
While US economic data is becoming gloomier, financial markets remain optimistic – supported by hopes that monetary easing can offset economic weakness.
How long can the precious metals rally continue, and is the market optimism justified?
Fixed Income – Interest Rates, Politics and Uncertainty
Long-term yields continue to rise, increasing pressure on global bond markets. The causes are growing public debt, persistent inflation, and political uncertainties. In the United States, the debate over the independence of the Federal Reserve is creating unease.
The central bank has increasingly shifted its focus to the labour market and lowered its key interest rate by 25 basis points. At the same time, political influence remains high – posing risks to stability and credibility.
Where is monetary policy heading, and do rising yields present opportunities or new dangers for bond investors?
Mortgages – Room for Manoeuvre Thanks to Lower Interest Rates
While other asset classes are marked by volatility, the Swiss property market remains stable. Lower interest rates are creating new opportunities to secure long-term financing and build wealth in a targeted manner.
Those who take out a mortgage today can significantly reduce their monthly costs and use the additional funds to build assets or repay debt more quickly.
How can current market conditions be optimally used for one’s own financing?
Current mortgage rates at Tellco: Benefit from attractive and transparent terms. Receive non-binding advice and learn more about the latest daily interest rates.
Alternative Investments – Infrastructure and Impact Investing
Private infrastructure investments are currently among the most attractive asset classes. They offer stable returns independent of the stock markets while also making a measurable contribution to the environment and society.
The focus areas include renewable energy, circular economy, social infrastructure, and digitalisation. Tellco is also investing specifically in sustainable projects in Switzerland and Europe – in line with the Federal Council’s Energy Strategy 2050.
Will impact investing become the decisive strategy for returns, stability, and sustainability?
Recognising Opportunities – Staying Oriented
Whether it’s the gold rally, monetary policy shifts, or sustainable infrastructure projects – the financial markets are in transition. The Tellco Market Overview shows which developments are decisive right now.
Read the full Tellco Market Overview.