Our opinion
Market outlook 2025 – «Inter imperia: Europa in limine»
Recording of our "Market Outlook 2025"
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Is the USA letting Europe down?
At Reichmuth & Co Lecture No. 25, we were delighted to welcome Eric Gujer, Editor-in-Chief of the NZZ. He is one of the most outstanding journalists in the German-speaking world and gave an exciting lecture at the University of Lucerne on October 30th, 2024.
From screw dealer to industry partner
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.
Market commentary 4th quarter 2024
With the Fed's interest rate cuts in the USA, the last major global central bank has now entered the interest rate cut cycle.
Electrification of the world
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.
«We are experiencing a difficult phase of deglobalisation»
We are currently in a difficult phase of deglobalisation, says Prof. Dr. Dr. h.c. Harold James in his Reichmuth & Co Lecture No. 24 on 17 June 2024 in the packed auditorium of the University of Zurich.
Automation in the industry
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.
Market commentary 3rd quarter 2024
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.
Market commentary 2nd quarter 2024
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.
Market commentary 1st quarter 2024
After a pleasing investment year in 2023, we also expect a good investment environment for the new year. The US economy remains robust and inflation will decrease in the future.
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