Investment Outlook

Investment Outlook fourth quarter 2021

The main topics in financial markets are currently: vaccination rates, inflation and recent developments in China.

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Investment outlook third quarter 2021

In this outlook for the third quarter of the year, we will briefly discuss four current topics: reopening after the pandemic, inflation, notable geopolitical trends and sustainability.

Investment outlook second quarter 2021

We have limited the duration in fixed income and are focusing mainly on shares in companies with enough pricing power to pass on the effects of inflation to the customer.

Investment outlook first quarter 2021

The outlook for the world economy has returned to positive. The latest consensus GDP growth estimates were minus 3,8% for 2020 but plus 5,2% for 2021 and plus 3,7% for 2022.