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Video Market Outlook 4th Quarter 2022

Persistent inflation and an energy crisis are clearly slowing down the global economy. At the same time, the price declines since the beginning of the year have reduced valuations on the stock markets.

Energy – the topic of the decade

Europe wanted to become the first climate-neutral continent and achieve net-zero greenhouse emissions by 2050. The boot is now on the other foot, with energy security the dominant issue and likely to preoccupy politics and society for years to come.

Video Market Outlook 3rd Quarter 2022

Western stock markets lost around 20% in the first half of the year. Bonds also had little diversifying effect – the Swiss bond index also lost over 10%. Measured against the Pictet BVG 40 Index, a mixed portfolio thus lost around 14% during this period.

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.

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Market outlook 2023 – «Interregnum 2.0»

Recording of our "market outlook 2023"

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Video Market Outlook 4th Quarter 2022

Persistent inflation and an energy crisis are clearly slowing down the global economy. At the same time, the price declines since the beginning of the year have reduced valuations on the stock markets.

Read more

Energy – the topic of the decade

Europe wanted to become the first climate-neutral continent and achieve net-zero greenhouse emissions by 2050. The boot is now on the other foot, with energy security the dominant issue and likely to preoccupy politics and society for years to come.

Read more

Video Market Outlook 3rd Quarter 2022

Western stock markets lost around 20% in the first half of the year. Bonds also had little diversifying effect – the Swiss bond index also lost over 10%. Measured against the Pictet BVG 40 Index, a mixed portfolio thus lost around 14% during this period.

Read more

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.

Read more

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.

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