Katch Invest
By Pascal Rohner – Katch Investment Group CIO
We are currently in a complicated environment for investors. This year, stock markets have recovered, but the volatility in financial markets is likely to continue. The correction we saw in May showed us once again that the future depends too much on politics - and especially the never-ending trade conflicts. In April, we thought that a trade agreement between the United States and China was imminent. The escalation in late-April and May was a surprise to a lot of us, though President Trump’s unpredictable U-turns should not really surprise us.
By Pascal Rohner – Katch Investment Group CIO
It has been a little more than 10 years since the Great Financial Crisis. Since then, the world has been recovering gradually and although some economies have reached one of their largest expansive cycles in their history by duration, such as the United States, other economies have experienced at least a contraction or recession in this period.
By Pascal Rohner – Katch Investment Group CIO
Until recently, 2019 was a great relief for investors. Equity indices recovered, reaching new highs after the sharp correction at the end of last year. Economic news has not been excellent, but strong enough to dispel recession fears. The corporate sector in the US published good results, avoiding the feared earnings recession in the first quarter. Finally, the USA and China were extremely close to reaching a trade agreement that might have alleviated the remaining uncertainties and eventually would have pushed retail investors to join the Wall Street party.
By Pascal Rohner – Katch Investment Group CIO
Global financial markets enjoy their best start to the year in a long time. Virtually all asset classes accumulate positive returns so far this year, but one of the most striking is oil. The reference of the North Sea (Brent) has rebounded about 40% from the minimum reached at Christmas and is quoting around 70 dollars per barrel, prices not seen in more than a year. The WTI reference has had a similar behavior.
By Pascal Rohner – Katch Investment Group CIO
Jair Bolsonaro won the presidential election in Brazil last October. His promise to rule the country with a strong hand, and to fight against corruption and crime, created hope for many Brazilians after painful years, dominated by scandals and economic crises. During the election campaign, several international media branded Bolsonaro as the Brazilian Donald Trump, due to his extremist discourse, anti-establishment stance, love for arms and politically incorrect statements – to put it mildly.
By Pascal Rohner – Katch Investment Group CIO
Preferred securities have emerged as an attractive alternative for fixed-income investors. They have offered relatively stable returns around 6% over the last 8 years. The yields of preferred securities are significantly above the yields of corporate investment-grade bonds. In fact, they have been much more comparable to those of high-yield bonds. At first glance, this makes them very appealing for investors because unlike high-yield bonds, preferred securities are generally issued by big, well-known financial institutions, and most have investment-grade ratings, meaning that at least two of the big rating agencies (Standard & Poor’s, Moody’s, and Fitch) give them a credit rating of BBB- or above.
By Pascal Rohner – Katch Investment Group CIO
In an environment full of uncertainties and temporary turbulence, it is very important to have good diversification in investment portfolios. The most common mistake many investors with a lack of information and knowledge make is focusing on investments in their domestic markets and persisting in the same habits even if the environment has changed. This causes an unnecessary concentration of assets. It is common knowledge that asset diversification reduces volatility and mitigates maximum loss, which is crucial in difficult market environments. Unfortunately, well-diversified portfolios do not abound in private banking.

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