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Published on 07.11.2022

Macroeconomic update for November 2022

Inflation continues to reign on the stock exchanges, but October was a good month. This has as much to do with the fact that it’s reporting season, as it does with the new tone at the US central bank.

At the moment, there are several positive signals—but, of course, also risks. We are not making any changes to our portfolio this month and will continue to closely observe the markets.


The monthly CIO update analyzes the current market environment and presents the backstories. Presenters are Dan Scott, Head Multi Asset, and Stefan Eppenberger, Head Multi Asset Strategy.

  

 

  

 

  

Timing the market and hoarding cash: just two out of five often poorly performing investment strategies

5 (wrong) investment myths debunked

Are you still in “control” of your financial future or giving inflation a seat at your table? Learn more about five investment myths that sometimes interfere with an otherwise fruitful investment discipline.

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Investing in times of inflation

Find out which price index economists use to measure inflation and which asset classes and sectors have performed best in the past in an inflationary environment.

Yields in comparison (since 1973)

 

  

  

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