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Welcome to our blog – a place to discuss and exchange thoughts and ideas about iX-7 Asset Management SA, the stock markets and all matters relating to wealth management.
With almost 15 months of uninterrupted inflation increases, it now can be expected that the next phase will be a top-out with the economy moving forward at a lower speed. This in turn will impact the economy and corporate profits will grow less—actually, we expect them to fall slightly below the long-term trend.
With these new conditions, investors are advised to position their asset allocation in the following manner. Focus should be given to corporations that:
• Have a solid balance sheet and solid capital utilization ratios, • Benefit from deglobalization, decarbonization, automation, and • Benefit from spending related to re-armament and cybersecurity
The present economic conditions are typically a stock-picker’s market. This is particularly true as the market is in a cyclical downturn. Sustained declines will offer attractive buying opportunities as the market is expected to bottom-out sometime ahead. While we continue to advocate that investors should consider a well-diversified portfolio (regionally, sector, and size), we are fine-tuning our investments in favor of IIoT-related opportunities. Why?
Ever since the beginning of the Industrial Revolution, companies have been increasing operating efficiency while at the same time reducing costs for product standards. We believe that the golden age of robotics, automation, and artificial intelligence is still to come. Future developments and benefits will occur in the following areas:
Since 2017, our company has held an investment strategy that focuses on automation, robotics, semiconductors, and next generation opportunities in the healthcare field. The asset allocation is host to a number of compelling opportunities. As of today, we consider that most automation and robotics enablers are truly under-appreciated, be it in terms of market valuation or the technology they are about to launch. For more details, please contact us via this link: https://www.ix-7.ch/Support/Contact.aspx
Knowledge is power.