News

  • Silke Lauenstein

Idorsia - first milestone reached!

(Reading time: 2 - 3 minutes)
In the cover story of the latest issue of private wealth, we introduced you to the entrepreneurial couple Martine and Jean-Paul Clozel. They are founders and major shareholders of the Swiss biopharma company Idorsia. Jean-Paul directs the company's business as CEO, while Martine heads up research as Chief Scientific Officer.The goal of the two is to build Idorsia into a leading biopharmaceutical company with a strong scientific core, "We want to discover things that others haven't discovered. We want to see how the projects we've started turn out. And we want to commercialize them ourselves." (link to article) A first milestone on this path has now been reached. On January 10, the U.S. Food and Drug Administration (FDA) granted approval...

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  • Silke Lauenstein

private-wealth stock market indicator ahead of equity quota increase.

(Reading time: 4 - 7 minutes)
  For more than 15 years, private wealth's stock market indicator has been giving equity investors valuable pointers on how to allocate the equity portion of their portfolio. The basic idea is to find out when the relationship between opportunities and risks in equity investments is positive. And when it is not. Anyone who used this as a guide would have been able to participate in the long upward phases on the markets and avoid the major loss phases, at least in part. How does the stock market indicator position itself with a view to the new year? The stock market indicator combines three factors - economic indicator, fair value calculation and the results of the capital market seismograph. The long-term corridor for the equity...

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  • Klaus Meitinger

Omikron and the capital market seismograph.

(Reading time: 1 - 2 minutes)
Rarely have we been so eager to see the latest result of the capital market seismograph as today. Would the turmoil of the last few trading days and the concerns surrounding the Omicron variant change the positive view of the stock market barometer? "To be sure, the likelihood of calm markets has been dampened. In return, the expectation of a positively volatile market rose. Negative turbulence is still not in sight. On balance, the seismograph's positive market expectations remain unchanged", informs Oliver Schlick, Managing Director of Secaro GmbH, who regularly calculates the model and links it to investment recommendations. What is interesting here is that the emergence of the mutation could reduce the fear of interest rate hikes. "Fed...

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  • Klaus Meitinger

Light at the end of the tunnel.

(Reading time: 2 - 3 minutes)
The publication of the ifo Business Climate for the month of November has led to almost unison negative comments. "Worries about a cooling of the global economy", "Corona blues". Indeed, the ifo business cycle clock (chart below left) is ticking swiftly through the cooling quadrant and is now approaching crisis territory alarmingly. The ifo economic traffic light (chart below right) also remains "deep red". In plain language: the ifo Institute now rates the probability of a cyclical phase of expansion at close to zero percent. That does not look good. But there are also two glimmers of hope. First, export expectations have risen slightly again. Above all, however, business expectations in industry have risen slightly again for the first...

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  • Klaus Meitinger

The climate is getting frosty.

(Reading time: 2 - 4 minutes)
Our indicators suggest that there will be greater fluctuations on the stock markets in the coming weeks. This is why the private-wealth stock market indicator already reduced its suggested equity allocation three months ago. The current data from German industry support this decision.

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