Autor: Gérard Piasko, Chief Investment Officer

Thanks to their lower volatility, Swiss equities are a core component of any global portfolio.

Market Comment, July 2021

Author: Gérard Piasko, Chief Investment Officer

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Our specialists continuously monitor and evaluate market developments.
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Investment Policy

Current phase no longer ideal for equities, but still positive overall

We are expecting the environment for equities to remain constructive, as global economic growth should strengthen further. However, as inflation is now also trending upwards, it is probably only a question of time before capital market interest rates – which have paused for breath – continue their upward march. So while the current phase may no longer be the ideal “Goldilocks” phase, equities and their returns still look rather more appealing than bonds, which continue to offer very poor yields from a historical standpoint.

Market Comment

How is the Swiss economy doing?

This year, Switzerland – much like other countries – has staged a noticeable economic recovery. But while countries such as the United States owe this mainly to government cash hand-outs, the Swiss economy is managing to recover under its own steam. As a result, the country’s government debt remains moderate, even by international standards. In addition, Switzerland still has lower inflation than other countries. Swiss equities remain attractive.

Finance Theme

Digital assets – today and tomorrow

The quest for assets that enjoy inherent protection against inflation is increasingly raising investor awareness of the world of digital assets (cryptocurrencies and tokens). For example, Bitcoin has recorded an impressive rise of around 500% since the stock markets hit bottom in March 2020 – and this already includes the sharp setback in May 2021. But: How will things play out over the remainder of this investment year?

Our events
Our events in 2021

Here you can find an overview of the current events of Maerki Baumann & Co. AG.

Anlass

Our publications

Find out more about current market events and topics from the investor's perspective.

Anlagepolitik

Investment Policy

The Investment Policy summarises our company's investment strategy on the macro-economic level as well as from the viewpoint of the individual asset classes.

Marktkommentar

Market Comment

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

Finanzthema

Finance Theme

In the Finance Theme we cover interesting topics around money and wealth off the daily market developments.

Geschäftsbericht

Annual Report 2020

The annual reports of Maerki Baumann & Co. AG provide an overview of the bank's business activities, income stalement and balance sheet.

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