11
Jun
By Urs S. Weber | Executive Director, Wealth Management Advisor |VONTOBEL
Investment Review:
At the beginning of May, we decided to reduce the equity weighting in all discretionary mandates to slightly underweight. This move has been based on geopolitical events and increasing trade tensions.
Economy:
While investors from time to time might be frightened by the outlook of higher rates, a spiraling out of yields is not, in our view, in the cards for the time being.
Equities:
Our constructive stance on the global economy...