Our opinion
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.
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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 positive effects does “doing good” have and why are there no rational brains?
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.
From screw dealer to industry partner
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.
Market commentary 4th quarter 2024
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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