Our April market comment: Switzerland is currently proving to be an island of stability in terms of its currency, the Swiss franc, but also in terms of inflation.

Our March market comment: More than a year has now passed since Russia launched its attack on Ukraine and triggered a war with global consequences. But what have been the demonstrable consequences of this war?  

Our February market comment: Inflation, stagnation or recession. Which term best describes the situation and represents the primary risk? 

Our January market comment: The surprising change of course in the coronavirus policy of China’s leadership has led to a significant recovery in Chinese and other Asian financial markets since December.

In mid-September 2022, our Chief Investment Officer, Gérard Piasko, and Marc Jäggi, Head Moderation at Radio 1, shed light on the impact of central bank activities on the current interest rate situation.

In mid-September 2022, our Chief Investment Officer, Gérard Piasko, and Marc Jäggi, Head Moderation at Radio 1, shed light on the impact of central bank activities on the current interest rate situation.

At the end of June 2022, our Chief Investment Officer, Gérard Piasko, spoke with Marc Jäggi, Head Moderation at Radio 1, about the medium-term monetary policy of the US and Switzerland and the need for further interest rate hikes.

The financial markets hope that the Ukraine conflict will soon be replaced by “business as usual”. They appear to have got used to the war, as it has not escalated any further to date. Nevertheless, the current state of the conflict, which could last for an extended period, is set to keep inflation historically high. What does it mean for corporate profits and the global economy?

Towards the end of March 2022, our Chief Investment Officer, Gérard Piasko, talked to Marc Jäggi, Head of Moderation at Radio 1, about the times of uncertainty stemming from the Ukraine war.

In the last video message of the year from our CIO Gérard Piasko, he takes a look back at the performance of the global economy, which has staged a marked recovery during 2021. What forecasts are being made for global economic growth in the new year? Tune in now and watch!

In the current CIO video, Gérard Piasko discusses the supply bottlenecks and their impact on the global economy and inflation with Marc Jäggi. Listen and watch!

In our new CIO video, Gérard Piasko looks towards China, where Chinese stocks have corrected compared to last year. What are the reasons for this?

In our new CIO video, Gérard Piasko highlights the situation of European equities: What arguments speak in favour of EU equities? What is lending them support? Where do risks lie? And how are the economy and valuations in the eurozone?

Inflation is currently the big talking-point in the financial markets. What concerns does this give rise to in the short or long term. Where is the inflationary trend coming from? What effects are the higher commodity prices having on consumer prices? How important are the current supply bottlenecks, such as for semiconductors? What implications does inflation have for investors? Our Chief Investment Officer, Gérard Piasko, will provide some conclusive answers to these questions.

Investment year 2021 has just started. Maybe you are wondering how you should be preparing for it? Will the economy develop positively in the key regions of Europe and the USA? Can we look forward to a recovery? What will the central banks’ stimulus measures look like? In a three-minute online discussion (available in German only), our Chief Investment Officer, Gérard Piasko, will provide some conclusive answers to these questions.

What effect will the result of the US presidential election have on the financial markets? Our CIO, Gérard Piasko, provided answers on Monday afternoon, 9 November 2020. Additionally, our Head of Investment Management, Konstantinos Ntefeloudis, comments on our “Defensive Growth” investment approach in our new video.

In the meantime, all the major financial markets have risen. How should you position yourself with bonds, currencies and equities now? Our Chief Investment Officer explains the reasons in the new video “3 minutes with CIO Gérard Piasko”. (only available in German)

The financial markets have clawed back: monetary and fiscal support packages have been rolled out. Where equities are concerned, Swiss shares are currently interesting. Our Chief Investment Officer explains the reasons in the new video “3 minutes with CIO Gérard Piasko”. (only available in German)

Particularly in turbulent times such as these, we believe it is important to provide regular information about the fragile state of the financial markets and our current investment policy. In the first ever publication of our video “5 minutes with CIO Gérard Piasko” (only available in German), our Chief Investment Officer provides information about the economic changes we currently face, and explains the trends of the key asset classes against the backdrop of geopolitical developments.