Current insights Our specialists continuously monitor and evaluate market developments. Benefit from our expertise. Investment Policy Reflation should allow equities to outshine bonds March 2021 Reflation has emerged as a key topic of discussion in the financial markets. Past experience of reflationary phases shows that – in the great majority of cases – although market volatility rises, equities deliver a clearly superior overall return in the medium term compared to bonds. This is a common phenomenon in situations where inflation rises from a low level and is accompanied by strong economic growth that boosts corporate earnings. Given this scenario, it would come as no surprise if impressive medium-term global value stocks with relatively cheap valuations in a historical comparison were to perform impressively. Read more Market Comment Consequence of coronavirus: a strengthening of structural trends March 2021 The coronavirus crisis is changing our habits and activities. It is accelerating a number of trends that were already evident before the pandemic began. In many cases, these trends are “disruptive”, i.e. they are structurally changing the economy as well as a number of industry sectors and markets at certain breakpoints. We have identified “7 corona trends” that are increasingly affecting our economic environment and seem unlikely to disappear even after a return to “normality”. Read more Finance Theme Return opportunities with sustainable investments November 2020 We are currently living through an era of change, in which a clearly identifiable shift in social attitudes is evident. It involves a more conscientious lifestyle and a desire for greater transparency and disclosure. Read more Our events Our events in 2021 Here you can find an overview of the current events of Maerki Baumann & Co. AG. Read More 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 2019 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 Reflation should allow equities to outshine bonds March 2021 Reflation has emerged as a key topic of discussion in the financial markets. Past experience of reflationary phases shows that – in the great majority of cases – although market volatility rises, equities deliver a clearly superior overall return in the medium term compared to bonds. This is a common phenomenon in situations where inflation rises from a low level and is accompanied by strong economic growth that boosts corporate earnings. Given this scenario, it would come as no surprise if impressive medium-term global value stocks with relatively cheap valuations in a historical comparison were to perform impressively. Read more
Market Comment Consequence of coronavirus: a strengthening of structural trends March 2021 The coronavirus crisis is changing our habits and activities. It is accelerating a number of trends that were already evident before the pandemic began. In many cases, these trends are “disruptive”, i.e. they are structurally changing the economy as well as a number of industry sectors and markets at certain breakpoints. We have identified “7 corona trends” that are increasingly affecting our economic environment and seem unlikely to disappear even after a return to “normality”. Read more
Finance Theme Return opportunities with sustainable investments November 2020 We are currently living through an era of change, in which a clearly identifiable shift in social attitudes is evident. It involves a more conscientious lifestyle and a desire for greater transparency and disclosure. Read more