Security over return – even in good times

February 2022

Security over return – even in good times

The year 2021, the second year with the persistent coronavirus, is now a thing of the past and a chapter in history. The various financial markets and many asset classes generated handsome returns, making investors happy upon receiving their portfolio statements. Can 2021 therefore be classified as a “simple” year for our investment managers? “No, not at all!”, counters Konstantinos Ntefeloudis, our Head of Investment Management.

In the short discussion between him and Marc Jäggi, Head of Moderation at Radio 1, you will hear why, despite the booming markets, our investment managers had their hands full in 2021 with making the most sustainable investments for our clients. (video only available in German)

It is important not to simply sit back and watch in good years. Instead, it is imperative to check the various investments daily and, if necessary, to make adjustments in order to keep the portfolios stable.

Konstantinos Ntefeloudis, Head of Investment Management

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Only available in German. 

In addition to our current investment publications, your client advisor will be happy to answer any further questions you may have. He or she is also your contact person should you be interested in our attractive focus modules of our innovative Modular Investment Solution.

Important legal information:

This video is intended for information and marketing purposes only, and is not geared to the conclusion of a contract. It only contains the investment policy of Maerki Baumann & Co. AG (hereinafter MBC) and an assessment of selected financial instruments. Consequently, this video does not constitute investment advice or a specific individual investment recommendation, and is not an offer for the purchase or sale of investment instruments. The question of whether to follow a recommendation from MBC is the sole responsibility of the investor, who assumes all the risks relating to his or her investment decisions, even if the decisions are based on a recommendation of MBC. Investments in any financial product should only be made after a thorough inspection of the most recent relevant legal documentation, taking into consideration any sales restrictions and risk factors mentioned.

This video contains statements and information from sources that MBC considers to be reliable. Although MBC has made every effort to ensure that the information in this video was correct at the time it was compiled, MBC can offer no undertaking or guarantee, either expressly or implicitly, regarding the correctness, reliability or completeness of the said information and opinions. Any opinions expressed in this video solely reflect those of MBC at the time of publication (subject to change). The information contained in this video may already have been used by MBC, its bodies or its employees prior to publishing. In addition, a relationship may exist or have existed between bodies or employees of MBC and companies mentioned in this video. The information and assessments contained herein may be changed at any time. MBC accepts no liability whatsoever for the content of this video. In particular, it accepts no liability for losses of any kind, whether direct, indirect or consequential, incurred as a result of using the information contained in this video and/or that could arise from the risks inherent in the financial markets.

Investors should note that past performance of an investment is no guarantee of future results, and that investments may increase or decrease in value, and the investor may be required to make additional payments for certain products. Moreover, investments denominated in foreign currencies are also subject to exchange rate fluctuations, which can affect their performance. The information in this video is in no way to be understood as an assurance of future performance. MBC does not provide any legal or tax advice. Before buying any of the financial instruments in this video, therefore, the investor must obtain independent legal or tax advice regarding the suitability of such investments, as tax treatment always depends on the personal circumstances and can change at any time. This video also covers a number of countries, which is why there is a risk that certain products may be suboptimal or even detrimental for an individual investor in terms of tax. Moreover, the information contained in this video on EU savings tax and transparency under German tax law may change at any time.

In accordance with the Federal Law on Banks and Savings Banks, in the event of bankruptcy of any Swiss bank all safe custody assets (securities, precious metals, etc.) can be segregated and deposits, particularly bank accounts up to CHF 100,000, protected by the Agreement by Swiss Banks and Securities Dealers on Deposit Insurance.

Editorial deadline: 27 January 2022

Maerki Baumann & Co. AG
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