Investment Comment

The investment comment is published monthly and sheds light on current topics from the investor's point of view.

Phone: +41 44 286 25 25 
E‑Mail: anlagekompetenz@maerki-baumann.ch

News on the yellow metal

Investment Comment (edition July 2016)

Gold ranks among the strongest performing assets classes this year. Has the bear market since 2011 come to an end? We take this view and offer the reasons why we expect a significantly higher gold price in the medium term.

Author: Daniel Egger, Chief Investment Officer / Medium: Investment Comment

Bonds with a (positive) yield

Investment Comment (edition June 2016)

Is there currently a segment in Fixed Income where the opportunities are outweighing the inherent risks while the interest rate risk is limited compared to long-term government bonds? We think there is.

Author: Daniel Egger, Chief Investment Officer / Medium: Investment Comment

Brexit vs. Bremain

Investment Comment (special edition June 2016)

Will there be a Brexit? What are the possible consequences for the UK and for global financial markets? We offer our take on the referendum.

Author: Daniel Egger, Chief Investment Officer / Medium: Investment Comment

On demographics

Investment Comment (edition May 2016)

Our society is growing older. What are the long-term consequences for growth, inflation and government debt? What does "implicit government debt" mean?

Author: Daniel Egger, Chief Investment Officer / Medium: Investment Comment

China's balancing act

Investment Comment (edition April 2016)

The Chinese gdp is set to grow between 6.5 and 7 percentage points annually in the coming five years, it was announced at the National People's Congress in March. This can be achieved only with the help of very high monetary and fiscal stimuli. Globally, this may lead to an at least short-term pickup in economic activity.

Author: Daniel Egger, Chief Investment Officer / Medium: Investment Comment

Trend observations

Investment Comment (edition March 2016)

Uptrend? Downtrend? We identify the current trends of major asset classes and offer an orientation guide as to which levels are to be observed in order to note trend changes.

Author: Daniel Egger, Chief Investment Officer / Medium: Investment Comment

Banking crisis?!

Investment Comment (edition February 2016)

Global bank shares have sold off. Do we have to prepare ourselves for bank failures, i.e. are we going to see another financial crisis? Banking sector valuations seem to imply such a development. Or can we identify buying opportunities?

Author: Daniel Egger, Chief Investment Officer / Medium: Investment Comment

The illusion of stability

Investment Comment (edition January 2016)

The losses on global equity markets in the first weeks of the year have prompted us to review our longer term assumptions, both on the economic and the political dimensions.

Author: Daniel Egger, Chief Investment Officer / Medium: Investment Comment

A hint of panic as the new year gets underway

Investment Comment (special edition January 2016)

2016 has started on a very turbulent note, in some markets even a certain degree of panic can be observed. We offer our take on the current situation.

Author: Daniel Egger, Chief Investment Officer / Medium: Investment Comment

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Phone: +41 44 286 25 25

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