{"id":6175,"date":"2026-08-07T09:26:30","date_gmt":"2026-08-07T07:26:30","guid":{"rendered":"https:\/\/globalstrategic.ch\/?p=6175"},"modified":"2026-08-07T09:27:27","modified_gmt":"2026-08-07T07:27:27","slug":"opportunities-after-the-market-correction","status":"publish","type":"post","link":"https:\/\/globalstrategic.ch\/en\/opportunities-after-the-market-correction\/","title":{"rendered":"After the Market Correction: Opportunities in AI, Space Technology and Quantum Computing"},"content":{"rendered":"[vc_row type=”full_width_background” full_screen_row_position=”middle” column_margin=”default” column_direction=”default” column_direction_tablet=”default” column_direction_phone=”default” bg_color=”#03658c” scene_position=”center” text_color=”light” text_align=”left” row_border_radius=”none” row_border_radius_applies=”bg” row_position_desktop=”default” row_position_tablet=”inherit” row_position_phone=”inherit” overflow=”visible” overlay_strength=”0.3″ gradient_direction=”left_to_right” shape_divider_position=”bottom” bg_image_animation=”none” gradient_type=”default” shape_type=””][vc_column top_padding_desktop=”60″ bottom_padding_desktop=”60″ flex_gap_desktop=”10px” column_element_direction_desktop=”default” column_element_spacing=”default” desktop_text_alignment=”default” tablet_text_alignment=”default” phone_text_alignment=”default” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_backdrop_filter=”none” column_shadow=”none” column_border_radius=”none” column_link_target=”_self” column_position=”default” gradient_direction=”left_to_right” overlay_strength=”0.3″ width=”1\/1″ tablet_width_inherit=”default” animation_type=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid” column_padding_type=”advanced” gradient_type=”default”][vc_row_inner column_margin=”default” column_direction=”default” column_direction_tablet=”default” column_direction_phone=”default” text_align=”left” row_position=”default” row_position_tablet=”inherit” row_position_phone=”inherit” overflow=”visible” pointer_events=”all”][vc_column_inner column_padding=”no-extra-padding” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”all” top_margin=”20″ top_margin_phone=”0″ flex_gap_desktop=”10px” column_element_direction_desktop=”default” column_element_spacing=”default” desktop_text_alignment=”default” tablet_text_alignment=”default” phone_text_alignment=”default” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_backdrop_filter=”none” column_shadow=”none” column_border_radius=”none” column_link_target=”_self” overflow=”visible” gradient_direction=”left_to_right” overlay_strength=”0.3″ width=”1\/1″ tablet_width_inherit=”default” animation_type=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid” column_padding_type=”default” gradient_type=”default”][nectar_responsive_text inherited_font_style=”default” font_size_min=”15px” font_size_max=”20px” font_size_desktop=”24px” font_line_height=”1.6″ font_size_phone=”15px” font_size_tablet=”20px” text_direction=”default”]\n

Opportunities after the market correction<\/strong> are moving back into focus for investors. Following a period of significant declines, global equity markets have recently recovered strongly in some areas. At the same time, we believe particularly interesting entry opportunities are emerging in future-oriented sectors such as Artificial Intelligence, Space Technology and Quantum Computing, which were among the areas most affected by the correction.<\/p>\n

Over the past few weeks, financial markets \u2013 and consequently our portfolios \u2013 came under considerable pressure. In line with our disciplined risk management approach and based on the signals generated by our momentum system, we significantly reduced portfolio exposure during this period of weakness.<\/p>\n

More recently, the market environment has improved. Several equity markets have recovered noticeably, while the S&P 500 has already returned to the vicinity of its previous highs.[\/nectar_responsive_text][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” column_margin=”default” column_direction=”default” column_direction_tablet=”default” column_direction_phone=”default” scene_position=”center” text_color=”dark” text_align=”left” row_border_radius=”none” row_border_radius_applies=”bg” row_position_desktop=”default” row_position_tablet=”inherit” row_position_phone=”inherit” overflow=”visible” overlay_strength=”0.3″ gradient_direction=”left_to_right” shape_divider_position=”bottom” bg_image_animation=”none” gradient_type=”default” shape_type=””][vc_column column_padding=”no-extra-padding” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”all” top_margin=”30″ top_margin_tablet=”30″ top_margin_phone=”0″ flex_gap_desktop=”10px” column_element_direction_desktop=”default” column_element_spacing=”default” desktop_text_alignment=”default” tablet_text_alignment=”default” phone_text_alignment=”default” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_backdrop_filter=”none” column_shadow=”none” column_border_radius=”none” column_link_target=”_self” column_position=”default” gradient_direction=”left_to_right” overlay_strength=”0.3″ width=”1\/1″ tablet_width_inherit=”default” animation_type=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid” column_padding_type=”default” gradient_type=”default”][vc_row_inner column_margin=”default” column_direction=”default” column_direction_tablet=”default” column_direction_phone=”default” text_align=”left” row_position=”default” row_position_tablet=”inherit” row_position_phone=”inherit” overflow=”visible” pointer_events=”all”][vc_column_inner column_padding=”no-extra-padding” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”all” top_margin=”20″ top_margin_phone=”0″ flex_gap_desktop=”10px” column_element_direction_desktop=”default” column_element_spacing=”default” desktop_text_alignment=”default” tablet_text_alignment=”default” phone_text_alignment=”default” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_backdrop_filter=”none” column_shadow=”none” column_border_radius=”none” column_link_target=”_self” overflow=”visible” gradient_direction=”left_to_right” overlay_strength=”0.3″ width=”1\/1″ tablet_width_inherit=”default” animation_type=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid” column_padding_type=”default” gradient_type=”default”][nectar_responsive_text inherited_font_style=”default” font_size_min=”26px” text_color=”#003554″ font_size_desktop=”1.6vw” font_line_height=”1.1″ text_direction=”default”]\n

Momentum Rather Than Market Timing<\/span><\/strong><\/h3>\n

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Our momentum system is not designed to identify the exact bottom of a market correction. Reliably timing market lows is extremely difficult.<\/p>\n

Instead, our objective is to identify opportunities after the market correction<\/strong> once more sustainable positive momentum begins to emerge. As the corresponding signals improve, we gradually increase the investment levels of our portfolios.<\/p>\n

This also means that our portfolios may remain comparatively defensive during the early stages of a rapid market recovery. Once market strength becomes more firmly established, however, capital can be redeployed selectively into particularly attractive market segments. <\/div>[\/vc_column_inner][\/vc_row_inner][vc_row_inner column_margin=”default” column_direction=”default” column_direction_tablet=”default” column_direction_phone=”default” text_align=”left” row_position=”default” row_position_tablet=”inherit” row_position_phone=”inherit” overflow=”visible” pointer_events=”all”][vc_column_inner column_padding=”no-extra-padding” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”all” top_margin=”20″ top_margin_phone=”0″ flex_gap_desktop=”10px” column_element_direction_desktop=”default” column_element_spacing=”default” desktop_text_alignment=”default” tablet_text_alignment=”default” phone_text_alignment=”default” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_backdrop_filter=”none” column_shadow=”none” column_border_radius=”none” column_link_target=”_self” overflow=”visible” gradient_direction=”left_to_right” overlay_strength=”0.3″ width=”1\/1″ tablet_width_inherit=”default” animation_type=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid” column_padding_type=”default” gradient_type=”default”][nectar_responsive_text inherited_font_style=”default” font_size_min=”26px” text_color=”#003554″ font_size_desktop=”1.6vw” font_line_height=”1.1″ text_direction=”default”]\n

Opportunities After the Market Correction in Future Technologies
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We currently see particularly attractive opportunities after the market correction<\/strong> in innovation segments that experienced disproportionately large declines and are now beginning to rebuild positive momentum.<\/p>\n

These include:<\/p>\n