Journal
March 2019
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Low inflation is going to stay for some time! Readers feedback
Dear Ladies and Gentlemen My last weekly mail on Japanese conditions in global government bond markets triggered a few messages by readers. Unfortunately the format of my weekly mail doesn’t allow me to publish all of the answers in full length but as usual I am very happy to include some of the ideas and […]
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A simple calculation
Dear Ladies and Gentlemen If you belong to the people who pay their bills primarily in Swiss Francs and/or Euros you belong to a rather large cohort of a few hundred million people living most probably somewhere on the European continent. Today, I would like to show you with a simple calculation why I prefer […]
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Environmental, Social and Governance friendly (Part one)
Dear Ladies and Gentlemen Once every few weeks I receive messages by readers that ask me about Environmental, Social and Governance (ESG) friendly investments. I think it is about time to take up this topic. This week, in part one, I would like to share some basic information and explain some of the terminology used in […]
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Japanese conditions – low inflation is going to stay for some time!
Dear Ladies and Gentlemen Japanese conditions in global government bond markets are more and more likely. But what does it mean for our investors with reference currency Euro or Swiss Francs, if Germany’s 10-year government bond yields 0% or almost 0%, Switzerland’s 10-year government bond even yields -0.75%. What does it mean, if central banks […]