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Video Market Outlook 2nd Quarter 2022

With the war in Ukraine and the sharp sanctions imposed by the West, inflationary pressure has increased once again due to rising commodity prices. The West's sanctions are even so far-reaching that Russia's central bank reserves have also been frozen. China has not taken a clear position, which raises questions about the future world order.

Brief update Ukraine conflict

With the start of military action in Ukraine, the crisis has reached a new level of escalation. The stock markets reacted with significant declines. The oil price continues to rise, threatening a stagflationary environment for Europe in particular.

Reichmuth & Co Lecture Special

We are pleased that Professor em. Dr. Dr. h.c. Ernst Baltensperger took questions from Prof. Dr. Christoph Schaltegger as part of a "special edition" of the Reichmuth & Co Lectures, which are organized by the University of Lucerne together with the Institute for Swiss Economic Policy.

Video Market Outlook 1st Quarter

With the economic recovery, the stock markets also performed well last year. However, we are not only taking the positive economic momentum into the new year, but also the consequences of the ultra-loose monetary policy. The pandemic is not yet over, and the huge fiscal policy to stimulate the economy is also a concern.

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25 years Reichmuth Pilatus

Our Reichmuth Pilatus fund celebrates its 25th anniversary. We had the pleasure of welcoming around 100 guests to the anniversary. Speakers from companies we know well gave interesting and informative insights into their current environment.

Video Market Outlook 2nd Quarter 2022

With the war in Ukraine and the sharp sanctions imposed by the West, inflationary pressure has increased once again due to rising commodity prices. The West's sanctions are even so far-reaching that Russia's central bank reserves have also been frozen. China has not taken a clear position, which raises questions about the future world order.

Brief update Ukraine conflict

With the start of military action in Ukraine, the crisis has reached a new level of escalation. The stock markets reacted with significant declines. The oil price continues to rise, threatening a stagflationary environment for Europe in particular.

Reichmuth & Co Lecture Special

We are pleased that Professor em. Dr. Dr. h.c. Ernst Baltensperger took questions from Prof. Dr. Christoph Schaltegger as part of a "special edition" of the Reichmuth & Co Lectures, which are organized by the University of Lucerne together with the Institute for Swiss Economic Policy.

Video Market Outlook 1st Quarter

With the economic recovery, the stock markets also performed well last year. However, we are not only taking the positive economic momentum into the new year, but also the consequences of the ultra-loose monetary policy. The pandemic is not yet over, and the huge fiscal policy to stimulate the economy is also a concern.

Market outlook 2022 – «Tempora mutantur»

Recording of our «Market Outlook 2022»

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