{"id":395,"date":"2017-11-30T12:44:16","date_gmt":"2017-11-30T11:44:16","guid":{"rendered":"https:\/\/aretas.ch\/?page_id=395"},"modified":"2025-04-29T16:50:45","modified_gmt":"2025-04-29T14:50:45","slug":"outlook","status":"publish","type":"page","link":"https:\/\/aretas.ch\/en\/aretas-capital\/outlook\/","title":{"rendered":"Outlook"},"content":{"rendered":"<p style=\"padding-left: 40px;\">Regularly Aretas Capital Management Ltd sheds light on a topic we deem significant for medium- to long-term investment perspectives.<br \/>\nThe topics are closely related to the financial markets, yet it is our objective to provide a broader perspective and background. In addition to the main topic, this publication also deals with current market issues and explains our investment policy in detail.<\/p>\n<h2>2025<\/h2>\n<ul>\n<li><a href=\"https:\/\/aretas.ch\/en\/?file=ACM_Outlook-2025-04.pdf\" rel=\"nofollow\" onclick=\"event.preventDefault();ctd_init(this)\">ACM Outlook \u2013 <span lang=\"EN-US\">04.25<\/span>: \u00abMeet \u2039enshittification\u203a \u2013 a threat to some Mag7 stocks\u00bb<\/a><\/li>\n<li><a href=\"https:\/\/aretas.ch\/en\/?file=ACM_Market_Opinion_2025_01.pdf\" rel=\"nofollow\" onclick=\"event.preventDefault();ctd_init(this)\">ACM Market Opinion \u2013 01.25: \u00abA Stubborn Stage of Growth\u00bb<\/a><\/li>\n<\/ul>\n<h2>2024<\/h2>\n<ul>\n<li><a href=\"https:\/\/aretas.ch\/en\/?file=ACM Outlook-2024-12.pdf\" rel=\"nofollow\" onclick=\"event.preventDefault();ctd_init(this)\"><span lang=\"en-CH\">ACM Outlook \u2013 12.24: <\/span><span lang=\"en-CH\">\u00ab<\/span><span lang=\"en-CH\">Beyond the Death of Moore&#8217;s Law\u00bb<\/span><\/a><\/li>\n<li><a href=\"https:\/\/aretas.ch\/en\/?file=ACM_Outlook-2024-11.pdf\" rel=\"nofollow\" onclick=\"event.preventDefault();ctd_init(this)\"><span lang=\"en-CH\">ACM Outlook \u2013 11.24: <\/span><span lang=\"en-CH\">\u00ab<\/span><span lang=\"en-CH\">Why bet on the future of AI when you can have it now?<\/span><span lang=\"en-CH\">\u00bb<\/span><\/a><\/li>\n<li><a href=\"https:\/\/aretas.ch\/en\/?file=ACM_Market_Opinion_2024_09.pdf\" rel=\"nofollow\" onclick=\"event.preventDefault();ctd_init(this)\">ACM Market Opinion \u2013 09.24: \u00abThe Bet on Low Interest Rates\u00bb<\/a><\/li>\n<li><a href=\"https:\/\/aretas.ch\/en\/?file=ACM_Outlook_2024-No_1.pdf\" rel=\"nofollow\" onclick=\"event.preventDefault();ctd_init(this)\"><span lang=\"EN-GB\">ACM Outlook \u2013 05.24: \u00abThe Gamification of Investing<\/span><span lang=\"EN-GB\">\u00bb<\/span><\/a><\/li>\n<\/ul>\n<h2>2023<\/h2>\n<ul>\n<li><a href=\"https:\/\/aretas.ch\/en\/?file=ACM_Outlook_2023-No_2.pdf\" rel=\"nofollow\" onclick=\"event.preventDefault();ctd_init(this)\">ACM Outlook No. 2 \u2013 2023: \u00abCan Software Do It Better Than A Bank?\u00bb<\/a><\/li>\n<li><a href=\"https:\/\/aretas.ch\/en\/?file=ACM_Outlook_2023-No_1.pdf\" rel=\"nofollow\" onclick=\"event.preventDefault();ctd_init(this)\">ACM Outlook No. 1 \u2013 2023: \u00abDetox for the Markets\u00bb<\/a><\/li>\n<\/ul>\n<h2>2022<\/h2>\n<ul>\n<li><a href=\"https:\/\/aretas.ch\/en\/?file=ACM_Outlook_2022Q3.pdf\" rel=\"nofollow\" onclick=\"event.preventDefault();ctd_init(this)\">ACM Outlook No. 3 \u2013 2022: \u00abCrypto Winter is no Season\u00bb<\/a><\/li>\n<li><a href=\"https:\/\/aretas.ch\/en\/?file=ACM_Outlook_2022Q2.pdf\" rel=\"nofollow\" onclick=\"event.preventDefault();ctd_init(this)\">ACM Outlook No. 2 \u2013 2022: \u00abInvestments in Commodities \u2013 Statutory or Not?\u00bb<\/a><\/li>\n<li><a href=\"https:\/\/aretas.ch\/en\/?file=ACM_Outlook_2022Q1.pdf\" rel=\"nofollow\" onclick=\"event.preventDefault();ctd_init(this)\">ACM Outlook No. 1 \u2013 2022: \u00abSo That Sidewards Doesn&#8217;t Become the New Downwards\u00bb<\/a><\/li>\n<\/ul>\n<h2>2021<\/h2>\n<ul>\n<li><a href=\"https:\/\/aretas.ch\/en\/?file=ACM_Outlook_2021Q4.pdf\" rel=\"nofollow\" onclick=\"event.preventDefault();ctd_init(this)\">ACM Outlook No. 4 \u2013 2021: \u00abLet Milk and Honey Flow\u00bb<\/a><\/li>\n<li><a href=\"https:\/\/aretas.ch\/en\/?file=ACM_Outlook_2021Q3.pdf\" rel=\"nofollow\" onclick=\"event.preventDefault();ctd_init(this)\">ACM Outlook No. 3 \u2013 2021: \u00abShould Robin Quit The Hood?\u00bb<\/a><\/li>\n<li><a href=\"https:\/\/aretas.ch\/en\/?file=ACM_Outlook_2021Q2.pdf\" rel=\"nofollow\" onclick=\"event.preventDefault();ctd_init(this)\">ACM Outlook No. 2 \u2013 2021: \u00abRoaring Twenties\u00bb or \u00abNifty Fifty\u00bb<\/a><\/li>\n<li><a href=\"https:\/\/aretas.ch\/en\/?file=ACM_Outlook_2021Q1.pdf\" rel=\"nofollow\" onclick=\"event.preventDefault();ctd_init(this)\">ACM Outlook No. 1 \u2013 2021: \u00abTrump\u2019\u2019s Double Assist for Xi Jinping\u00bb<\/a><\/li>\n<\/ul>\n<h2>2020<\/h2>\n<ul>\n<li><a href=\"https:\/\/aretas.ch\/en\/?file=ACM_Outlook_2020Q4.pdf\" rel=\"nofollow\" onclick=\"event.preventDefault();ctd_init(this)\">ACM Outlook No. 4 \u2013 2020: \u00abBread or Games?\u00bb<\/a><\/li>\n<li><a href=\"https:\/\/aretas.ch\/en\/?file=ACM_Outlook_2020Q3.pdf\" rel=\"nofollow\" onclick=\"event.preventDefault();ctd_init(this)\">ACM Outlook No. 3 \u2013 2020: \u00abThe Raiders of Lost Inflation\u00bb<\/a><\/li>\n<li><a href=\"https:\/\/aretas.ch\/en\/?file=ACM_Outlook_2020Q2.pdf\" rel=\"nofollow\" onclick=\"event.preventDefault();ctd_init(this)\">ACM Outlook No. 2 \u2013 2020: \u00abA Farewell to Passive Investing\u00bb<\/a><\/li>\n<li><a href=\"https:\/\/aretas.ch\/en\/?file=ACM_Outlook_2020Q1.pdf\" rel=\"nofollow\" onclick=\"event.preventDefault();ctd_init(this)\">ACM Outlook No. 1 \u2013 2020: \u00abAlready invested in private equity or merely talking about it?\u00bb<\/a><\/li>\n<\/ul>\n<h2>2019<\/h2>\n<ul>\n<li><a href=\"https:\/\/aretas.ch\/en\/?file=ACM_Outlook_2019Q4.pdf\" rel=\"nofollow\" onclick=\"event.preventDefault();ctd_init(this)\">ACM Outlook No. 4 \u2013 2019: \u00abCan Bitcoin Outshine Gold?\u00bb<\/a><\/li>\n<li><a href=\"https:\/\/aretas.ch\/en\/?file=ACM_Outlook_2019Q3.pdf\" rel=\"nofollow\" onclick=\"event.preventDefault();ctd_init(this)\">ACM Outlook No. 3 \u2013 2019: \u00abWall Street Buys Facts Whereas Silicon Valley Sells Visions\u00bb<\/a><\/li>\n<li><a href=\"https:\/\/aretas.ch\/en\/?file=ACM_Outlook_2019Q2.pdf\" rel=\"nofollow\" onclick=\"event.preventDefault();ctd_init(this)\">ACM Outlook No. 2 \u2013 2019: \u00abAmenities are not of great concern to management in Japan\u00bb<\/a><\/li>\n<li><a href=\"https:\/\/aretas.ch\/en\/?file=ACM_Outlook_2019Q1.pdf\" rel=\"nofollow\" onclick=\"event.preventDefault();ctd_init(this)\">ACM Outlook No. 1 \u2013 2019: \u00abLessons Unlearned\u00bb<\/a><\/li>\n<\/ul>\n<h2>2018<\/h2>\n<ul>\n<li><a href=\"https:\/\/aretas.ch\/en\/?file=ACM_Outlook_2018Q4.pdf\" rel=\"nofollow\" onclick=\"event.preventDefault();ctd_init(this)\">ACM Outlook No. 4 \u2013 2018: \u00abCathedrals or Ruins of Commerce?\u00bb<\/a><\/li>\n<li><a href=\"https:\/\/aretas.ch\/en\/?file=ACM_Outlook_2018Q3.pdf\" rel=\"nofollow\" onclick=\"event.preventDefault();ctd_init(this)\">ACM Outlook No. 3 \u2013 2018: \u00abWill the word \u2039auto\u203a kill the automobile?\u00bb<\/a><\/li>\n<li><a href=\"https:\/\/aretas.ch\/en\/?file=ACM_Outlook_2018Q2.pdf\" rel=\"nofollow\" onclick=\"event.preventDefault();ctd_init(this)\">ACM Outlook No. 2 \u2013 2018: \u00abThe Land of Endless Debt\u00bb<\/a><\/li>\n<li><a href=\"https:\/\/aretas.ch\/en\/?file=ACM_Outlook_2018Q1.pdf\" rel=\"nofollow\" onclick=\"event.preventDefault();ctd_init(this)\">ACM Outlook No. 1 \u2013 2018: \u00abThe People Must Always Eat\u00bb<\/a><\/li>\n<\/ul>\n<h2>2017<\/h2>\n<ul>\n<li><a href=\"https:\/\/aretas.ch\/en\/?file=ACM_Outlook_2017Q4.pdf\" rel=\"nofollow\" onclick=\"event.preventDefault();ctd_init(this)\">ACM Outlook No. 4 \u2013 2017: \u00abBezos Saves Bernanke\u00bb<\/a><\/li>\n<li><a href=\"https:\/\/aretas.ch\/en\/?file=ACM_Outlook_2017Q3.pdf\" rel=\"nofollow\" onclick=\"event.preventDefault();ctd_init(this)\">ACM Outlook No. 3 \u2013 2017: \u00abA Kingdom of Energy Is Not Enough\u00bb<\/a><\/li>\n<li><a href=\"https:\/\/aretas.ch\/en\/?file=ACM_Outlook_2017Q2.pdf\" rel=\"nofollow\" onclick=\"event.preventDefault();ctd_init(this)\">ACM Outlook No. 2 \u2013 2017: \u00abAbenomics &amp; Trumponomics\u00bb<\/a><\/li>\n<li><a href=\"https:\/\/aretas.ch\/en\/?file=ACM_Outlook_2017Q1.pdf\" rel=\"nofollow\" onclick=\"event.preventDefault();ctd_init(this)\">ACM Outlook No. 1 \u2013 2017: \u00ab15 Minutes of Fame\u00bb<\/a><\/li>\n<\/ul>\n<h2>2016<\/h2>\n<ul>\n<li><a href=\"https:\/\/aretas.ch\/en\/?file=ACM_Outlook_2016Q4.pdf\" rel=\"nofollow\" onclick=\"event.preventDefault();ctd_init(this)\">ACM Outlook No. 4 \u2013 2016: \u00abTime Machines and lessons learned\u00bb<\/a><\/li>\n<li><a href=\"https:\/\/aretas.ch\/en\/?file=ACM_Outlook_2016Q3.pdf\" rel=\"nofollow\" onclick=\"event.preventDefault();ctd_init(this)\">ACM Outlook No. 3 \u2013 2016: \u00abIsland on an Island\u00bb<\/a><\/li>\n<li><a href=\"https:\/\/aretas.ch\/en\/?file=ACM_Outlook_2016Q2.pdf\" rel=\"nofollow\" onclick=\"event.preventDefault();ctd_init(this)\">ACM Outlook No. 2 \u2013 2016: \u00abTwilight for shadow banks\u00bb<\/a><\/li>\n<li><a href=\"https:\/\/aretas.ch\/en\/?file=ACM_Outlook_2016Q1.pdf\" rel=\"nofollow\" onclick=\"event.preventDefault();ctd_init(this)\">ACM Outlook No. 1 \u2013 2016: \u00abThe End for Black Gold\u00bb<\/a><\/li>\n<\/ul>\n<h2>2015<\/h2>\n<ul>\n<li><a href=\"https:\/\/aretas.ch\/en\/?file=ACM_Outlook_2015Q4.pdf\" rel=\"nofollow\" onclick=\"event.preventDefault();ctd_init(this)\">ACM Outlook No. 4 \u2013 2015: \u00abAn Overture for Acitvism\u00bb<\/a><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Regularly Aretas Capital Management Ltd sheds light on a topic we deem significant for medium- to long-term investment perspectives. The topics are closely related to the financial markets, yet it is our objective to provide a broader perspective and background. In addition to the main topic, this publication also deals with current market issues and [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":103,"menu_order":45,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-395","page","type-page","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/aretas.ch\/en\/wp-json\/wp\/v2\/pages\/395","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/aretas.ch\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/aretas.ch\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/aretas.ch\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/aretas.ch\/en\/wp-json\/wp\/v2\/comments?post=395"}],"version-history":[{"count":41,"href":"https:\/\/aretas.ch\/en\/wp-json\/wp\/v2\/pages\/395\/revisions"}],"predecessor-version":[{"id":625,"href":"https:\/\/aretas.ch\/en\/wp-json\/wp\/v2\/pages\/395\/revisions\/625"}],"up":[{"embeddable":true,"href":"https:\/\/aretas.ch\/en\/wp-json\/wp\/v2\/pages\/103"}],"wp:attachment":[{"href":"https:\/\/aretas.ch\/en\/wp-json\/wp\/v2\/media?parent=395"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}