Don’t misinterpret market sentiment.
Article by George Alevrofas, allnews
Article
Stock exchange commentary – Siemens, Roche
Discernment above all
Zurich Wealth Manager Nabs Credit Suisse Team
Stock exchange commentary – Equity tips
Stock exchange commentary – Holcim, Danaher
Those betting on rising prices now are taking considerable risks
Every interest rate step threatens a fiasco
Stock exchange commentary – ABB and Enel
Inflation scares investors
VT Wealth wants to be a contact point for “unhappy” bankers
Small asset managers are threatened with extinction
According to their own statements, hundreds of asset management companies do not want to apply for a Finma licence. This leaves them with no choice but to close their business or join a licensed competitor. Small firms in particular are considered to be under threat.
Commentary by Sacha Fedier, FINANZ und WIRTSCHAFT
Stock market commentary – ASML, Lonza
A crystal ball for investors
Stock exchange commentary – UBS, John Deere
Stock exchange commentary – Amazon, Sonova
Stock exchange commentary – Box, SIG, ASML
Stock exchange commentary – Stagflation fears on the stock exchanges
Inflation is another challenge-but not more
Stock exchange commentary – Richemont
Stock exchange commentary – Swissquote, S&N
Late Comers
The chip market is undergoing a fundamental change – this is what investors need to consider
Stock exchange commentary – Invest selectively
Between virtue and vision
The “blue wave” does not bring blues to the stock market
High valuations are okay in the zero interest rate markets
Stock exchange commentary – Vifor, Iqvia, Dialog
Equity gains despite election uncertainty
We remain optimistic for the US equity market
George Alevrofas, CIO and Member of the Executive Board VT Wealth Management, on the prospects of the US equity market, the secret of the success of the actively managed US Leaders Equity Fund, the selection process applied, the expected winner of the US presidential election and his current personal equity favorite.
Interview with George Alevrofas, Payoff Magazine
“These are money machines” – investment experts expect continued dominance of the tech giants
The shares of US technology companies have recently suffered certain price losses. However, in view of the massive gains in the preceding period, these are fading. In the future, too, it will be hard to avoid the stocks of the tech giants, say investment experts.
Article with George Alevrofas, Neue Zürcher Zeitung
Intelligence in digital transformation
Stock exchange commentary – Sonova, Zimmer
Dynamic portfolio & As in the good old days
Dynamics portfolio; The use of artificial intelligence and algorithms
in the investment process has proven its worth in the crisis. But there are many things to consider.
Article with Raphael Steigmeier, FINANZ und WIRTSCHAFT (only in German)
As in the good old days; The Swiss private banking business is only a shadow of its former self. It is missing
of creativity and time for customer care. New technologies can help.
Article with Sacha Fedier, FINANZ und WIRTSCHAFT (only in German)
La clé est d’investir sans émotion
Black Monday – The professionals recommend to keep a cool head
How to outperform the stock market using artificial intelligence
Stock exchange commentary – Window Dressing
Stock exchange commentary – Vifor and Fiserv
It is not always a question of cost
Depending on the market situation, the discussion about passive and active investing will be more or less intensive. The question of whether active versus passive investing is ultimately only a question of cost is justified – and quickly answered: no.
Articel by Sacha Fedier, FINANZ und WIRTSCHAFT (only in German)
Stock exchange commentary – Three favourites
VT Wealth Management brings investment specialist from Credit Suisse subsidiary
Bank or an independent asset manager?
Digital on the way
Coffee with Sacha Fedier
It can be a little awkward when an asset manager has an exclusive hobby, one which is perhaps even more exclusive than his or her client’s pursuits. As far back as the 1940s, a book was published with the naively provocative title of “Where Are the Customer’s Yachts?”.
Article by Sacha Fedier, FINANZ und WIRTSCHAFT (only in German)
Welcome to the slaughterhouse!
Any organisation treating its customers like cattle waiting for slaughter will find itself with no customers at some point in the future – this also applies to private banking in Switzerland. If private banking wants to survive, it must rediscover its virtues.
Artikel von Thomas Fedier, SCHWEIZER MONAT
Until death do you part
Initial experience with AEOI
The automatic exchange of information (AEOI) has been in effect since 1 January. This innovation, which is pivotal for Switzerland as a financial centre, has been a much-debated topic in the past. A look back to the past is perhaps helpful in putting it into context.
Articel by Sacha Fedier, FINANZ und WIRTSCHAFT (only in German)