Current insights Our specialists continuously monitor and evaluate market developments. Benefit from our expertise. Artikel Typ Investment Policy Markets set to remain difficult in the second half of the year July 2022 The first half of 2022 was dominated by the Ukraine war, which has amplified a number of pre-existing trends. In particular, the tendency towards rising inflation has been exacerbated by interruptions in the supply of energy and food. This could continue during the second half of the year, especially from the autumn onwards, depending on how the conflict and sanctions progress. We remain defensive in our investment policy and are currently underweight equities and bonds and overweight Swiss francs. Read more Market Comment Inflation – an update July 2022 Some time ago, we already reported on various global inflation trends in one of our market commentaries. In the meantime, the central banks have responded to the persistently high level of consumer price inflation and adopted a new monetary stance. There is no certainty that this move will be enough to bring about a substantial decline in inflation, particularly in the US. Should the desired results not be achieved, the US Federal Reserve (Fed) may consider becoming more aggressive in its efforts to reduce economic demand and introduce a more restrictive monetary policy. This would result in more volatile financial markets. When it comes to investing, a focus on quality will remain particularly important this year. Read more Articles and interviews Go with your head rather than your gut 08. August 2022 Investors are driven by desires and expectations and therefore frequently act irrationally when making investment decisions. As a result, they often take unnecessary risks. The field of “behavioural finance” (located at the interface between economics and psychology) addresses this weakness in investor behaviour and provides a basis for taking smarter investment decisions. Read more Articles and interviews The “perfect” storm – and how we counter it 30. June 2022 In the short discussion between our Head Investment Management, Konstantinos Ntefeloudis, and Marc Jäggi, Head Moderation at Radio 1, you will hear how we are bracing ourselves against the “perfect” storm and what forecasts we are making for the second half of 2022. Read more Finance Theme Decentralised finance (DeFi): the financial system of the future? June 2022 Decentralised finance, or “DeFi” for short, is on everyone’s lips. While some expect the new decentralised financial system to replace the traditional industry logic, others believe it is nothing more than hype and will vanish again. What is certain is that DeFi applications are among the fastest growing sectors of the crypto industry and are now worth billions. Only time will tell whether DeFi actually becomes an alternative financial system. However, it is certainly worth looking into already. Read more Our Services We offer sustainable and proven investment solutions, specially tailored to private clients, institutional clients or external asset managers. Benefit from our professional advice and individual service − we look forward to hearing from you. Contact us Private clients Institutional clients Blockchain- and crypto companies External asset managers Indirect real estate investments long-lasting and excellent traek record first-class asset management in indirect real estate investments in Switzerland 90 years Maerki Baumann Read Journal Modular investing: simple and flexible Start configurator Digital assets – simplified access without the technical headache More information Our commitment More information Investing responsibly and sustainably More information Our awards More information
Investment Policy Markets set to remain difficult in the second half of the year July 2022 The first half of 2022 was dominated by the Ukraine war, which has amplified a number of pre-existing trends. In particular, the tendency towards rising inflation has been exacerbated by interruptions in the supply of energy and food. This could continue during the second half of the year, especially from the autumn onwards, depending on how the conflict and sanctions progress. We remain defensive in our investment policy and are currently underweight equities and bonds and overweight Swiss francs. Read more
Market Comment Inflation – an update July 2022 Some time ago, we already reported on various global inflation trends in one of our market commentaries. In the meantime, the central banks have responded to the persistently high level of consumer price inflation and adopted a new monetary stance. There is no certainty that this move will be enough to bring about a substantial decline in inflation, particularly in the US. Should the desired results not be achieved, the US Federal Reserve (Fed) may consider becoming more aggressive in its efforts to reduce economic demand and introduce a more restrictive monetary policy. This would result in more volatile financial markets. When it comes to investing, a focus on quality will remain particularly important this year. Read more
Articles and interviews Go with your head rather than your gut 08. August 2022 Investors are driven by desires and expectations and therefore frequently act irrationally when making investment decisions. As a result, they often take unnecessary risks. The field of “behavioural finance” (located at the interface between economics and psychology) addresses this weakness in investor behaviour and provides a basis for taking smarter investment decisions. Read more
Articles and interviews The “perfect” storm – and how we counter it 30. June 2022 In the short discussion between our Head Investment Management, Konstantinos Ntefeloudis, and Marc Jäggi, Head Moderation at Radio 1, you will hear how we are bracing ourselves against the “perfect” storm and what forecasts we are making for the second half of 2022. Read more
Finance Theme Decentralised finance (DeFi): the financial system of the future? June 2022 Decentralised finance, or “DeFi” for short, is on everyone’s lips. While some expect the new decentralised financial system to replace the traditional industry logic, others believe it is nothing more than hype and will vanish again. What is certain is that DeFi applications are among the fastest growing sectors of the crypto industry and are now worth billions. Only time will tell whether DeFi actually becomes an alternative financial system. However, it is certainly worth looking into already. Read more
Indirect real estate investments long-lasting and excellent traek record first-class asset management in indirect real estate investments in Switzerland