Investment Policy December 2025

Focus amid diverging macroeconomic developments

Investment Policy, December 2025 
 

Publications & Events

Current insights

Our specialists continuously monitor and evaluate market developments.
Benefit from our expertise.

Market Comment

Diverse impact of the new US fiscal legislation

In the third quarter, the US Congress passed a new fiscal law known as the One Big Beautiful Bill Act (OBBBA). This legislation encompasses a range of fiscal decisions that are not only significant for the United States, but also at a global level.

Finance Theme

Digital assets: a new building block for your portfolio

Digital assets like Bitcoin and Ethereum have now found their place in the world of asset management. Even the world’s largest investment company, BlackRock, recommends that its clients invest up to 2% of their entire portfolio in Bitcoin – and with good reason.

Journal November 2025

Journal

November 2025 - With our “Journal” magazine, we aim to give you a closer look at the variety of our services – perhaps allowing you to discover some aspects that were previously less familiar to you. The current edition focuses on real estate, one of the most popular asset classes in Switzerland. Whether as a place to call home or as an investment property, we see in our consultations that this topic is of great interest to our clients. In addition to comprehensive services related to the construction, purchase and sale of properties and the financing of residential real estate, we also offer attractive real estate investment solutions. These are selected and developed by a specialised team led by Rolf Frey, a distinguished expert with decades of experience in the field of indirect real estate investments. 

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 Reports

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

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