Our opinion
Market commentary 3rd quarter 2025
Geopolitical tensions remain high – in the Middle East, Ukraine, and in trade disputes. At the same time, the SNB has lowered interest rates to zero. As a result, there are no longer any secure returns over reasonable maturities. Swiss dividend stocks present themselves as an attractive investment option.
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Assets oblige – not only economically, but also in human terms
To what extent did “American philanthropy” shape the origins of the KKL Luzern? Why do many small foundations fail because of bureaucracy - and how does an umbrella foundation help? Why are freedom and individuality crucial for effective engagement?
What “doing good” triggers in our brain
Why do emotions and feelings have much more to do with brain health than solving Sudoku or crossword puzzles? What are the positive effects of “doing good” and why are there no rationally functioning brains?
Sovereign debt – what we can learn from history
Debt crises are not a new phenomenon and are often triggered by the financial burden of wars, explained Prof. Dr. Albrecht Ritschl from the London School of Economics and Prof. Dr. Tobias Straumann from the University of Zurich as part of Reichmuth & Co Lecture No. 26 on May 21, 2025 at the Institute for Swiss Economic Policy (IWP) at the University of Lucerne.
1989 in reverse
US President Trump's flood of decrees and erratic decisions on customs policy are throwing people and markets into turmoil. There is no trace of reliability. This calls for a strategic reassessment of investment policy.
Trade war and slumping stock markets
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.
Market commentary 2rd quarter 2025
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.
Market commentary 1st quarter 2025
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.
Market outlook 2025 – «Inter imperia: Europa in limine»
Recording of our "Market Outlook 2025"
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.
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