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.
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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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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At the beginning of September, we visited Daetwyler Holding in Schattdorf with interested investors. With this event format, we give our guests a direct insight into the company in which they are investing. Thus, they can get a personal impression of the management on site.
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