You are here: homepage –
Stock market music from the USA and Japan
Montly report February 2024
In February, the stock market music played in the USA and Japan in particular, while the stock markets in the rest of the world largely treaded water. In addition, shares in artificial intelligence, anti-obesity drugs and semiconductor production were the main drivers, while the performance of other sectors was mixed. There was also light and shade in the reporting season for 2023, with many companies continuing to struggle to formulate their expectations for the current year in concrete terms. We expect more visibility after the first quarter. The publication of the US inflation data for January also caused some uncertainty in the meantime, although the trend of declining inflation remains intact.
Our fund was able to make gains in the past month, whereby we remain true to our focus on quality stocks with solid earnings growth and low debt. As always, we are also maintaining our hedges.
Book an initial consultation directly now
In person or digitally, conveniently and easily from home. Saving resources without the need to travel.
You are here: homepage –
