The summer holidays are over and it's time to review the 2023 investment year so far. We will look at three investment trends set out at the end of 2022:
- the renaissance of the multi-asset portfolio,
- the soft landing of the economy, and
- systemic risks.
It is clear that the rebirth of the multi-asset portfolio has definitely been successful. "In the first half of the year, we achieved absolute returns of between four and seven percent for our customers," says Anja Hochberg in the video interview. When it comes to the expectation of a soft landing for the economy, Hochberg also believes things are on track. What is striking, however, is that most equity markets have gained strongly since the beginning of the year, despite various risks.