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.

4-Year Election Cycle: How will 2024 go?

The turn of the year, 2023 into 2024, is just around the corner. As an investor, you may well be wondering what the new year will be like.
In terms of politics, the US presidential elections are approaching. Although the new - or old - president will not be inaugurated until 2025, elections also influence share prices in their run up. This election cycle is in fact known as the four-year cycle.

Seasonal Insight 17/23 Dimi

Is Volatility About to Breakout?

Currently, implied volatility, as calculated from option prices on the US stock market, is relatively low. The Bank of America recently found that there has not been a cheaper time to hedge over a twelve-month period since 2008.

This raises these questions for you as an investor: has a phase of permanently low volatility now been reached? Or is the current low volatility merely the calm before the storm?