Global recession and strong stock markets – it’s not sustainable In mid-October, the main stock markets are up around 35% from their corona crisis lows

Asset allocation at a time of zero bond yields To stick to the standard formula of conservative investing these days – 60% stocks / 40%

Stock markets ignore Corona – so far It is hard to believe that global stock markets have largely shrugged off the prospect that the world economy

Stock market correction will continue The coronavirus shock forces investors to change assumptions about market trends. It is not clear how long the epidemic will

Dividends beat bond yields – by a wide margin By now, the stock market boom is ten and a half years old and thus one