Tracking down attractive Swiss equities
The search for promising Swiss equities requires a structured investment process. The focus here is on quality, value and sustainability.

The search for promising Swiss equities requires a structured investment process. The focus here is on quality, value and sustainability.
High inflation brings rising interest rates – with equities and bonds going down together. How does a mixed Swiss portfolio behave during phases like this? Is there a threat of a «lost decade»?
The greater range and, of course, the sharp rise in fuel prices are making electric vehicles attractive. Automotive manufacturers are investing heavily here.
Systematic multi-factor strategies have proven them-selves again after a long dry spell. Thanks in part to the recovery in value stocks, they once again deliv-ered the performance expected of them. The most recent market upheavals are now calling for the next litmus test.
Although the war in Ukraine abruptly stopped the upward trend in bank equities, rising interest rates continue to have an effect on banks' earnings.
Why are stock returns so sensitive to rising interest rates and how could investors better consider this risk in the investment decision-process? One way to answer this question is by looking at the equity market from a bottom-up perspective.
The capture and storage of the most common greenhouse gas CO2 in the atmosphere is an important component of any climate strategy.
As part of our global equity research, we deal with ROIC on a daily basis. But what does this mean?
High inflation, rising interest rates and expensive commodity prices are affecting companies' earnings reports. We see opportunities, for example in defensive sectors, commodities and sustainable energy.
In many parts of the world, water shortages are imminent or already occurring. In agriculture, there are numerous approaches to more efficient use of water.
As a result of higher commodities prices and supply chain problems as well as a surge in economic demand after the pandemic, prices for consumer goods are rising across the board. Upward pressure on wages is therefore increasing, too. This development has consequences for equities.
The market anticipates up to five interest rate hikes by the US Federal Reserve by the end of this year. These developments entail investment opportunities and risks for multi-asset investors.
The second post in our ROIC series provides insights into the integrated quality assessment in the buy-side research of asset management.
The dangers of the climate crisis are becoming visible to more and more people and institutions. Even the International Energy Agency (IEA) has recognised the signs of the times.
The rotation to value stocks continues. This not only affects the performance of value and growth, but also the momentum factor. The prerequisites exist for a particularly successful combination of value and momentum. How can investors position themselves to benefit from this development?
The recovery rally in March was used to sell stocks. New headwinds are expected for equities.
The ultimate breakthrough in e-mobility will be achieved when the costs of battery production reach the level of a classic combustion engine. We're not far away from that right now.
Part IV of our five-part series on interest rate sensitivity in various asset classes.
Why are stock returns so sensitive to rising interest rates and how could investors better consider this risk in the investment decision-process?
Surfing the price wave for as long as possible – that is the goal of most investors. A suitable hedging strategy can reduce the risk of large losses without sacrificing potential price gains.
The financial sector is one of the sectors of the global economy with the highest availability of data. How can this huge amount of data be used cleverly? Can this help generate an excess return in the equities sector?
Artificial intelligence has become an integral part of our world. But can this technology also be used profitably in the financial sector, and how does machine decision-making differ from that of humans and rule-based approaches?