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Market Commentary 2nd Quarter 2023

In the first quarter of 2023, equities were able to generate a positive return. Nevertheless, we are still in an environment in which a balance has to be found between growth, inflation and interest rates following major monetary and fiscal policy interventions during the pandemic.

Is your estate in order?

Taking the initiative and being proactive in life comes naturally to us. The same should apply to your estate. If you do not arrange matters, the law will handle your estate, leading to results that often do not correspond to your wishes as the testator.

Video Market Outlook 1st Quarter 2023

The year 2022 was characterized by high inflation, rising interest rates and thus weak stock and bond markets. Meanwhile, equity valuations are more favorable, bonds are again yielding positive returns, and inflation is falling.

Market outlook 2023 – «Interregnum 2.0»

Recording of our "market outlook 2023"

More Articles

«Europe is fixated on economic equality»

The question of too much or too little social equality cannot be decided with the help of statistics alone, said Prof. em. Dr. Dr. h.c. mult. Hans Ulrich Gumbrecht at the 21st Reichmuth & Co Lecture at the University of Lucerne.

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Market Commentary 2nd Quarter 2023

In the first quarter of 2023, equities were able to generate a positive return. Nevertheless, we are still in an environment in which a balance has to be found between growth, inflation and interest rates following major monetary and fiscal policy interventions during the pandemic.

Read more

Is your estate in order?

Taking the initiative and being proactive in life comes naturally to us. The same should apply to your estate. If you do not arrange matters, the law will handle your estate, leading to results that often do not correspond to your wishes as the testator.

Read more

Video Market Outlook 1st Quarter 2023

The year 2022 was characterized by high inflation, rising interest rates and thus weak stock and bond markets. Meanwhile, equity valuations are more favorable, bonds are again yielding positive returns, and inflation is falling.

Read more

Market outlook 2023 – «Interregnum 2.0»

Recording of our "market outlook 2023"

Read more

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

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