Microsoft and Meta boost risk-on sentiment

Equity markets continued their multi-day rally yesterday with the S&P 500 nearing its ‘Liberation Day’ level after the fastest 8-session gain since November 2020. The rally was driven by upbeat earnings from Microsoft and Meta. This optimism has continued overnight after China said it’s evaluating trade talks with the US, boosting optimism that tariff tensions will come down. And we have Markus Waeber from Real Estate Advisory on the show today to talk about the strong April performance of the Swiss Real Estate market and the unchanged positive outlook.

00:00 Introduction by Helen Freer (Investment Writing)

00:27,5 Markets wrap-up by Jan Bopp (Investment Writing)

06:17 Real estate update by Markus Waeber (Head of Indirect Real Estate Advisory & Intelligence)

11:03 Closing remarks by Helen Freer (Investment Writing)

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