What was your favorite present for Christmas last year? The latest glasses to play Virtual Reality games on the smartphone, or the 3D printer for home use to create the missing Lego brick itself? In the economy these two digital technologies are currently in high demand.
Just after the U.S. Election, the Werthstein Institute recommended increased equity holdings in its client portfolios, because they expected investors to react positively to Donald Trump’s fiscal plans. But amidst an increasing number of signs that this rally is now ending, and a growing risk of trade tensions between the new President and China as well as rising inflation, the Institute is now recommending a reduction in stock holdings.
We are pleased to present the latest Werthstein Institute investment decision in our January index update video.
Wall Street is now well into its ‘Trumponomics’ rally and some investors think the Dow Jones index can reach 20,000. And with the liquidity taps still wide open in Europe, the rally has spread across the Atlantic.
We are pleased to present the latest Werthstein Institute investment decisions in a completely new and exciting video design, in a digital world freed from the constraints of the studio!
Can the rally continue, or is the Trump party over? How do the members of the Werthstein Institute see the future development of shares, interest rates and currencies? What’s the trend of our Werthstein index, key in determining how our core portfolio is invested?