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After a good month, what happens next?
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.