Overview
Top results
    07.08.2024

    The leading economic indicators are painting both a light and dark picture. The US central bank (Fed) is sitting on its hands for now and has confirmed its existing pathway of restrictive monetary policy. This constellation is weighing on equities. US technology stocks are leading the global equities sell-off. Government bonds are appreciating strongly. Our basis scenario remains unchanged.

    Read more
    Kategorien: Portfolio - Update

    08.07.2024

    The first half of 2024 delivered solid returns for equity investors in particular. For bond investments, rising interest rates were a mixed blessing. US technology stocks continued to dominate global equity markets.

    Read more
    Kategorien: Review and Outlook

    04.07.2024

    The attention of the investment community is gradually turning to the US elections. The first TV debate confirmed existing expectations of the quality of the candidates. Away from the cameras, rates of inflation continue to develop constructively. Both equities and bonds have benefited from this development. Swiss investors have experienced something of a headwind given the stronger Swiss franc.

    Read more
    Kategorien: Portfolio
    Tags: Inflation / SNB / Stocks / USA / Yields

    10.01.2024

    For much of the year, 2023 was characterised by a volatile investment environment. It was another challenging year for investors. Rising interest rates had a conflicting impact on bond investments. US technology stocks dominated global equity markets.

    Read more
    Kategorien: Review and Outlook

    21.12.2023

    Investors have enjoyed pleasing returns over the last two months. Hopes of a soft landing for the economy, rapidly falling rates of inflation, and normalising capital market interest rates have provided a boost to almost all asset classes. The monetary policy stance of central banks confirmed this trend last week.

    Read more
    Kategorien: Portfolio

    07.07.2023

    Our essentially positive expectations with regard to the first six months of 2023 were borne out. Mixed investment portfolios clawed back some of the losses of the previous year, with investors favouring equities, primarily European and US technology stocks.

    Read more
    Kategorien: Review and Outlook

    20.03.2023

    UBS is acquiring Credit Suisse (CS) by means of a share swap. This takeover was made possible by the combined support of the Swiss government, the Swiss Financial Market Supervisory Authority (FINMA) and the Swiss National Bank (SNB). The financial markets have swallowed this sedative pill for now, but are likely to remain jittery over the coming weeks. Investors should nonetheless keep calm and remain invested.

    Read more
    Kategorien: Portfolio
    Tags: Investment / SNB

    11.01.2023

    The 2022 investment year was truly challenging for investors. Rising interest rates and falling equity prices dominated large parts of an extraordinarily difficult year. Developments around the world were shaped by high inflation – a knock-on effect from the pandemic, which was exacerbated further by the war in Ukraine.

    Read more
    Kategorien: Review and Outlook

    Disclaimer: The information published on this ZugerKB website is for marketing purposes. Further legal information