Current insights Our specialists continuously monitor and evaluate market developments. Benefit from our expertise. Investment Policy A more balanced asset allocation September 2021 Too good to be true – or at least too good to remain this way for long. This might be one way of describing the anticipation dilemma confronting stock markets. After all, it is quite possible that an almost perfect scenario is priced into many equity markets. Read more Market Comment The changing face of China September 2021 China has changed. Whereas in 2020 the country was still clearly an engine driving economic activity and attracting investors, it has now become a negative factor for the stock markets. What lies behind this? Read more Finance Theme Digital assets – today and tomorrow July 2021 The quest for assets that enjoy inherent protection against inflation is increasingly raising investor awareness of the world of digital assets (cryptocurrencies and tokens). For example, Bitcoin has recorded an impressive rise of around 500% since the stock markets hit bottom in March 2020 – and this already includes the sharp setback in May 2021. But: How will things play out over the remainder of this investment year? Read more Journal July 2021 - In this issue of our “Journal” we give you some insights into the rapidly evolving financial services industry – and into the structural change affecting private banking. What are the main drivers of this change? How does Maerki Baumann position itself as a private bank? And what are the implications for you as a client? It could be summed up like this: as a small, agile private bank, we are extremely well positioned when it comes to the digital transformation – an area in which the size of the company plays only a minor role. We focus on being ready to embrace innovation and, with our clients’ interests in mind, on shaping our own future as a business. And in doing so, we can look forward with optimism to what the future will bring. Download PDF E-Book Our publications Find out more about current market events and topics from the investor's perspective. Investment Policy The Investment Policy summarises our company's investment strategy on the macro-economic level as well as from the viewpoint of the individual asset classes. READ MORE Market Comment The Market Comment is published monthly and sheds light on current topics from the investor's point of view. read more Finance Theme In the Finance Theme we cover interesting topics around money and wealth off the daily market developments. READ MORE Annual Report 2020 The annual reports of Maerki Baumann & Co. AG provide an overview of the bank's business activities, income stalement and balance sheet. Read More
Investment Policy A more balanced asset allocation September 2021 Too good to be true – or at least too good to remain this way for long. This might be one way of describing the anticipation dilemma confronting stock markets. After all, it is quite possible that an almost perfect scenario is priced into many equity markets. Read more
Market Comment The changing face of China September 2021 China has changed. Whereas in 2020 the country was still clearly an engine driving economic activity and attracting investors, it has now become a negative factor for the stock markets. What lies behind this? Read more
Finance Theme Digital assets – today and tomorrow July 2021 The quest for assets that enjoy inherent protection against inflation is increasingly raising investor awareness of the world of digital assets (cryptocurrencies and tokens). For example, Bitcoin has recorded an impressive rise of around 500% since the stock markets hit bottom in March 2020 – and this already includes the sharp setback in May 2021. But: How will things play out over the remainder of this investment year? Read more