GRIMALDI & PARTNERS: Fear is a bad guide for long-term investors

By Silvano Grimaldi, Grimaldi & Partners

Zurich – What effects will the Ukraine war have on the economy and inflation? Is the worst of the stock markets over with the mid-March slump? Silvano Grimaldi, CEO of the independent asset management company Grimaldi & Partners AG, gives you the answers to these questions.

Uncertainties, fears and volatility

In addition to the uncertainties about the effects of the central banks' reactions to the high inflation rates that have already been decided and those that are still to be expected, fears about the geopolitical and economic consequences of the war in Ukraine are currently affecting the behavior of many investors. The volatility indices for stocks and bonds, which have alternately risen and fallen for a good year now, are an indication of the extent of widespread uncertainty and fear. The volatility of bond yields and share prices is likely to worry many private investors in particular. However, it is often overlooked that, for example, the SMI is currently around 10 percent higher than it was a year ago (as of March 21).

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