June 2023
Market Compass 06/23.Semiconductor stocks on a high.
We hope you will find our new publication provides interesting insights and suggestions regarding the current market environment. On to the highlights of this inaugural English issue.
Published 6 June 2023By Investment TeamReading time 1 minAlso in German Marktkompass
Semiconductor stocks on a high
- A short market review of the most significant events in the past month
- Our tactical positioning towards the asset classes cash, bonds, equities and alternative investments, as well as a short market outlook
- Did you know that the market breadth on Wall Street is almost as weak as it was before the dotcom crisis?
We are pleased to count you among our Market Compass readers. Do not hesitate to contact us if you have any questions about the topics discussed. We are happy to assist you with our expertise.
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The full edition
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Read the full Market Compass. June 2023.
Our in-depth outlook with scenarios, risks and positioning, as published: the edition as a PDF, in English and German.
- Market Compass, June 2023PDF · English
- Marktkompass, Juni 2023PDF · Deutsch
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By e‑mail
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Get the Market Compass by e‑mail
Every month, in English or German.
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Previous editions
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Previous editions
Market Compass · 11 May 2023
NEW - Market Compass 05/23
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Market Compass · 6 Apr 2023
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Highlights Of The Current Edition Q1 2023 saw a significant turnaround for global equity markets, despite the downfall of Silicon Valley Bank and the merger between Credit Suisse and UBS. China’s …
Market Compass · 11 Oct 2022
Tramondo Quarterly (Q4 2022)
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