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A look at the investment year 2026
Die Privatbankiers von Reichmuth & Co geben Einblick in ihre Prognosen und Anlagestrategien. Dabei zeigt sich eine Rückbesinnung auf Schweizer Bodenständigkeit.
Raw materials: “Even things that don’t shine can be gold”
Gold is shining brighter than ever in 2025: its price in US dollars has risen by around 60 percent since the beginning of the year, driven by strong central bank purchases, geopolitical uncertainty, and a certain loss of confidence in the US dollar. Investors are seeking stability and gold remains the store of value of choice.
Reichmuth & Co expects the Swiss franc to remain strong
Reichmuth & Co Privatbankiers continues to focus on real assets and Switzerland as an anchor of stability amid ongoing global uncertainty. This applies to domestic assets, but is also a sensible option for investors from abroad.
Euphoria surrounding artificial intelligence is driving the US market
Investments by major technology companies in artificial intelligence are reaching new heights. In 2024 alone, the so-called hyperscalers – Amazon, Microsoft, Google and Co. – are expected to have invested around 200 billion US dollars worldwide in data centres, chips and infrastructure.
“We believe in the ideas of freedom,” says Federico Sturzenegger.
It was state laws that secured the privileges of a select few in Argentina, said Prof. Dr. Federico Sturzenegger, Minister for Deregulation and State Reform of the Republic of Argentina, during the Reichmuth & Co Lecture No. 27 at the University of Zurich.
Market commentary 4th quarter 2025
The US government's policies are causing uncertainty and shifting the world order. The most visible sign of this is the significant weakness of the dollar. Europe is investing heavily in infrastructure and defense, while China is seeking new trading partners. We show which investment opportunities this is creating in the regions.
Liability instead of rescue – an appeal from private bankers to politicians
As part of a broad-based initiative to strengthen personal responsibility in the banking sector, a guest article entitled “Haften statt retten” (Liability instead of rescue) was published in the Neue Zürcher Zeitung (NZZ) on September 1, 2025. The article was written by Christian Bidermann, partner at Rahn & Bodmer and Jürg Staub, general partner at Reichmuth & Co.
Is the Swiss currency rocket taking off?
Switzerland is sitting on a ticking currency time bomb: the Swiss franc. What has been regarded as a sign of stability and solidity for years could prove highly explosive in the event of a new global economic shock. While the Swiss Confederation shines as a safe haven with one of the lowest debt ratios in the world and a credible monetary stability policy pursued by the SNB, it is precisely this status that threatens to become a challenge.
Swiss pharmaceutical industry facing political headwinds
The pharmaceutical industry is currently high on Donald Trump's list of priorities. He wants more production and jobs in the US, as well as lower drug prices. As a means of exerting pressure, he is threatening to impose price caps and introduce tariffs on drugs. These goals are, of course, contradictory, which is causing even more uncertainty.
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