The global economy is picking up significantly and stock markets are at all-time highs. However, with the combination of ultra-expansionary monetary and fiscal policies and strong economic growth, inflationary pressures continue to rise.
Watch the short video to see which asset classes we prefer in this environment and how our portfolios are geared to structurally higher inflation rates.
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.
Weiterlesen
With the Fed's interest rate cuts in the USA, the last major global central bank has now entered the interest rate cut cycle.
Weiterlesen
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.
Weiterlesen
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.
Weiterlesen
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.
Weiterlesen
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.
WeiterlesenStay up to date.
"*" indicates required fields