Markets experienced renewed volatility amid geopolitical shocks and rising energy prices, while portfolio diversification helped cushion returns. We review performance across assets, explain the impact of currency and AI-driven rotations, and outline how we are positioning portfolios cautiously while selectively investing in long-term opportunities created by market dislocation.

Folgen-ID: 1000761534076

GUID: newcourt.podbean.com/e77dd4a6-2b29-3cd2-a429-8ae488a03393

Erscheinungs­datum: 15.4.2026, 14:10:45