After the March banking turmoil, markets recovered quickly. But geopolitical and other risks should not be underestimated. Caution remains in order.
Articel by George Alevrofas, allnews
Restriction of emergency law helps the financial centre
Stock exchange commentary – Interest rate hike
A small step from emergency to injustice
The fact that the Federal Council applied emergency law (again) in the UBS/CS case raises questions for the future of the Swiss financial centre. Did the Federal Council acquire a taste for this authoritarian remedy in the Corona crisis?
Article by Thomas Fedier, founder of VT Wealth Management, NZZ
The economic situation weighs on the market
Back to the future of private banking
Back to the Future in Private Banking
The chip market is undergoing a fundamental change – this is what investors need to consider
Stock exchange commentary – Givaudan
High valuations are okay in the zero interest rate markets
Equity gains despite election uncertainty
“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
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)
Black Monday – The professionals recommend to keep a cool head
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 – Proceed Selectively
Stock exchange commentary – caution advised
Stock exchange commentary – stable shareholder
VT Wealth Management focuses on entrepreneurs from the Alpine region
Stock exchange commentary – not a racing certainty
Stock exchange commentary – Bringing in the harvest
Stock exchange commentary – Vifor, Red Hat, Axa
Stock exchange commentary – Buy Sulzer
Stock exchange commentary – US tax reduction
The global economic data drew a robust picture.
Articel by Portfolio Management, FINANZ und WIRTSCHAFT (only in German)
Stock exchange commentary – Unique situation
Stock exchange commentary – French equities
Stock exchange commentary – All’s well despite the disturbances
Despite all the justified concerns regarding the political disturbances in Europe and the US, we should not underestimate the sustained cyclical upturn or the significance of interest rates returning to normal are not to be underestimated.
Article by Portfolio Management, FINANZ und WIRTSCHAFT (only in German)
Stock exchange commentary – Optimism
Subordinated Loans – nothing for those new to mark-to-market
Banks have learned nothing
The major banks haven’t exactly made themselves popular
Is there a threat of recession?
Opportunities in equities – despite market risks
A profession with discreet charm
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)