With the start of military action in Ukraine, the crisis has reached a new level of escalation. The stock markets reacted with significant declines. The oil price continues to rise, threatening a stagflationary environment for Europe in particular.
This raises the question of what the new scenario means for our portfolio, what adjustments we have made and where we see opportunities.
On October 16, 2024, we had the pleasure of inviting interested guests to an investor event at Bossard in Zug. Bossard has been listed on the stock exchange since 1987 and has come a long way. Our Reichmuth Pilatus equity fund has been investing in Swiss second-line stocks for almost 30 years. We acquired our first position in Bossard shares in 1999 and have been following the company ever since.
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With the Fed's interest rate cuts in the USA, the last major global central bank has now entered the interest rate cut cycle.
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Following a decline in demand for electricity over the last two decades, we are now at a turning point. The electrification of heating systems, increasing electromobility, industrial automation and power-intensive data centers are just a few examples.
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On May 7, 2024, we were guests at Komax in Dierikon with interested investors. We have been investing in Swiss second-line stocks through our equity fund Reichmuth Pilatus since 1996. Komax has been listed on the Swiss stock exchange since 1997 and we bought Komax shares for the first time in January 1999.
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With the start of the European Football Championship, Dr. Matthias Ramser and Marc Strub discuss where similarities lie in the considerations of a head coach and a portfolio manager.
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Since the beginning of the year, only four of the seven technology stocks that dominated last year have outperformed the market. This means that market concentration has increased further.
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