Swiss Stocks: record high for the SMI could just be the beginning
A newfound interest in defensive growth stocks has contributed, among other things, to a soaring Swiss Market Index (SMI). The SMI is a quality stocks trade, with potential for a softer swiss franc to juice the gains ...
What the current equity rotation means for investors
After a strong year for technology and growth stocks a great equity rotation is taking place. The question is how long will it last? Value and small caps could be taking center stage this year, but not without any ...
Rising bond yields, slowing stock momentum: what to do?
As bond yields are soaring, momentum on stock prices is slowing down. Is this the end of the party? While the situation may look grim, we ought to have a closer look at it to see that things might not be as bad as they seem.
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