Seasonal Insights

Stay ahead of the markets with our bi-weekly Seasonal Insights newsletter. Delivered in both English and German, it provides expert analysis and actionable insights into seasonal market patterns. Curated by a dedicated editorial team led by renowned seasonal analyst Dimitri Speck, each issue offers timely trends, practical guidance, and unique perspectives to support your investment decisions.

Copper - US coin

Recession risk – Will Copper’s Seasonal Slump Deepen?

Copper, often seen as a barometer for global economic health, is flashing fresh warning signs. After surging on tariff speculation, prices have reversed sharply, aligning with a historically weak seasonal period from April to June. This seasonal slump is now being compounded by recession fears and collapsing US demand. If macro risks intensify, the downside for copper prices could deepen significantly.

Cash display

When is the best season for dividend stocks?

Not all investment strategies perform equally throughout the year—some have their own "season." Right now, it’s the prime season for dividend stocks. Our analysis compares the John Hancock Premium Dividend Fund (PDT) to the SPDR S&P 500 ETF (SPY), revealing how dividend stocks typically outperform during the summer. Now is a compelling moment to consider a shift toward dividend-oriented strategies.