2024 will go down in the history books as an above-average year for equities. Much will depend on political decisions next year, not only on the new US government but also on the reactions of Europe and China.
Dr. Matthias Ramser discusses with Silvan Betschart what to look out for when choosing an investment strategy and where we see potential for surprises.
The trade conflict instigated by Donald Trump has led to sharp falls on the international stock markets - including in Switzerland. This development has meant that most of the stock market gains of the last 12 months have been lost again.
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Since the beginning of the year, market breadth has increased noticeably both regionally and at index level - a sign of broader participation in the upswing. The dominance of the large US technology companies thus appears to have been broken.
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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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