Vision & Tradition

Macro

Trump or Harris

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The growth prospects in the United States are better than in the rest of the world.
The world is waiting for the outcome of the American elections. According to betting agencies, the matter is clear: Former President Donald Trump has already won.

Article by George Alevrofas, allnews

Dynamic portfolio & As in the good old days

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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)

It is not always a question of cost

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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 – caution advised

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We are sticking with our cautious stance, even though there are some signs of the situation easing with regard to interest rates and the trade dispute.
Article by Portfolio Management, FINANZ und WIRTSCHAFT (only in German)

Stock exchange commentary – Buy Sulzer

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We took profits in January in expectation of a correction. However, it is unusual that a downward trend in share prices starts when the general economic situation is improving and company profits are excellent.
Articel by Portfolio Management, FINANZ und WIRTSCHAFT (only in German)

Stock exchange commentary – Unique situation

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It’s not often that we experience simultaneous growth, as at present. The only times we’ve seen this was at the end of the 1980s and before the 1973 oil crisis.
Article by Portfolio Management, FINANZ und WIRTSCHAFT (only in German)

Stock exchange commentary – French equities

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The investment world is gradually returning to normal after an excessive phase of hysteria. Europe is not falling apart, and Trump is a real estate developer who is out of his depth and tends to react impulsively.
Article by Portfolio Management, FINANZ und WIRTSCHAFT (only in German)

Stock exchange commentary – Optimism

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It doesn’t look too bad on the stock markets in the months ahead. The dollar will remain strong. The oil price will move on a level that will help both producers and consumers.
Article by Portfolio Management, FINANZ und WIRTSCHAFT (only in German)

Banks have learned nothing

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We’ve sold all bonds with a poor credit rating, are still holding 35% bonds in a balanced portfolio with a maximum duration of three years.
Interview with Thomas Fedier, NZZ am Sonntag (only in German)

Is there a threat of recession?

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It’s not the extent of the growth by the end of the year that is crucial, but whether the established nations have fallen into recession.
Article by Vanessa Honsel, finews.ch (only in German)

A profession with discreet charm

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The independent asset manager is regarded as an alternative to an asset manager at a bank or self management. The roots of this profession go back to the early modern era. The sector, which includes 2,600 companies in Switzerland, is currently experiencing a major upturn.
Article by Thomas Fedier, NZZ (only in German)