The choice of strategy profile in your pension plan
Overview of the modular strategies of Reichmuth & Co.
A separate strategy for all risk profiles.
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News
After the AI Boom: Broadening the portfolio
About a quarter of global economic growth of 2.3 percent in 2025 was driven by heavy investment in the expansion of AI infrastructure. As a result, AI served as a central pillar of an economy that was robust overall, but below its long-term average growth rate.
AI boom: Is the economy running on only one cylinder?
The year 2025 put the global economy to the test. Political tensions, new alliances and an environment of increasing uncertainty characterised the global situation. Although the economy showed stability overall, it was hardly noticeable in everyday life. It seems as if the economy is running on only one cylinder: everything appears to depend on the AI boom.
Market commentary 1st quarter 2026
Growth prospects for 2026 remain below average, but are robust overall. The stock markets are caught between AI-driven growth in the US, fiscal expansion in Europe, and structural growth in Asia, on the one hand, and ongoing trade conflicts and geopolitical risks, on the other.