| Reading time: 1 minute

Market commentary 3rd quarter 2026

Dr. Matthias Ramser

Dr. Matthias Ramser

CIO

The current stock market cycle is characterized by an investment boom in artificial intelligence, energy infrastructure, and defense. In an interview with Stephan Marti, CIO Matthias Ramser explains the key drivers and what investors should be paying particular attention to right now.

Brief market commentary

Extended market commentary

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