Data protection
Thank you for visiting our website and your interest in our services. Data protection is important to us. For information about how we protect and use your data, please refer to the privacy policy and to the website and cookie notice.
Privacy policy
Reichmuth & Co’s privacy policy is based on Swiss data protection law and, if and to the extent applicable to Reichmuth & Co, on the General Data Protection Regulation of the European Union (EU GDPR). The privacy policy contains information on how we process and protect our customers’ personal data.
Website, chatbot and cookie notice
The website, chatbot, and cookie notice contain information about how Reichmuth & Co protects your data that is collected, processed, and used during your visit to this website, including specific information about cookies and chatbots.
By accessing our website, you agree to our website, chatbot, and cookie notice. If you do not agree, please refrain from accessing the Reichmuth & Co website.
The privacy policy and the website, chatbot, and cookie notice may be updated at any time. We therefore recommend that you check them regularly.
If you have any questions about the processing of your personal data, please address them by letter or email to Reichmuth & Co’s data protection officer:
Reichmuth & Co Privatbankiers
Data Protection Officer
Ruetligasse 1
CH-6003 Luzern
+41 41 249 49 49
datenschutz@reichmuthco.ch
Aktuelles
Global Economy: Investment Boom Is Reshaping the Economic Cycle
Despite geopolitical tensions, higher interest rates, and persistent uncertainty, the global economy continues to demonstrate resilience. Leading indicators such as purchasing managers’ indices, alongside stable consumer spending and labor market data, suggest that the global economy is likely to continue expanding in the short term. Above all, we are observing a structural shift in the drivers of growth. Expansionary fiscal programs and elevated corporate investment are supporting economic momentum across many regions of the world.
Shock ’n‘Roll
Economic developments are currently being shaped by two opposing forces. On the demand side, investments in infrastructure, defence, and AI data centres are driving momentum. On the supply side, demographic change, deglobalization, and the energy price shock are acting as constraints. This combination is inflationary — while the growth outlook remains uncertain.
Market commentary 2nd quarter 2026
The war in Iran is now in its fourth week. Despite initial, tentative signs of de-escalation, the conflict persists and is likely to have significant geopolitical and economic consequences. We recommend investing selectively in structural growth themes that are gaining additional momentum as a result of the conflict.