Polls, policy and portfolios

As we enter the second half of the year, political developments continue to hold our attention.  However, what concerns us as citizens does not always align with what affects us as investors. Ultimately, politics rarely exerts a significant influence on financial markets.

The latest Perspectives podcast from our Swiss wealth management business features Laura Künlen and Global Investment Strategist Kevin Gardiner discussing the recent European elections and their potential impact on portfolios. In light of ongoing economic growth and a disinflationary environment, they also elaborate on our current asset allocation.

Recorded on July 3rd, 2024.

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