Anlagepolitik Februar

Global differences in economic dynamism

Investment Policy, February 2025
 

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Our specialists continuously monitor and evaluate market developments.
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Investment Policy

Global differences in economic dynamism

Economic dynamism appears to vary depending on where you are in the world. The US is benefiting from a robust labour market and a positive business sentiment, whereas uncertainties surrounding trading are giving rise to an increase in exports in China.

Market Comment

Japan in focus

For some time now, Japanese equities have been performing to almost the same level as those of other countries, which represents an upturn in fortunes. Investors have been dabbling in Japanese equities for years, but have frequently been forced to come to the realisation that equities from other countries are a much better option in the medium- to long-term.

Finance Theme

Sustainability-related investments

There are various definitions and forms of sustainable investing. Given the complexity of the market, it comes as no surprise that there is a sense of uncertainty among investors. The latest edition of our Finance Theme publication takes an in-depth look at this topic and provides guidance in navigating the intricate world of green investing.

Journal December 2024

Journal

December 2024 - In this edition, Hans G. Syz gives us an insight into his new feature film “FRIEDA’S CASE”, which was given a standing ovation following its premiere at the Zurich Film Festival. In contrast to the comedy “Wolkenbruch”, “FRIEDA’S CASE” is a true story about the tragic fate of a young woman. Be sure to get along to the cinema from 23 January 2025 if you want to see a film that really gets under your skin. Maerki Baumann is also highly diversified in the realm of asset management. New asset classes such as digital assets and private market investments are enjoying increasing demand. They are therefore being upgraded accordingly within our investment universe. You can read about how alternative investments can be used to diversify a traditional securities portfolio in the new edition of “Journal”.

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 2023

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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