Autor: Gérard Piasko, Chief Investment Officer

Over the long term, small caps offer an interesting return, even if their beta is often higher than that of large caps.

Market Comment, November 2023

Author: Gérard Piasko, Chief Investment Officer

Publications & Events

Current insights

Our specialists continuously monitor and evaluate market developments.
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Market Comment

Small or large companies?

Our November market comment: Since 2022, the stocks of small- and mid-cap companies have tended to lag behind the performance of those of their large-cap blue chip counterparts in many countries.

Finance Theme

Sustainability-related investments

There are various definitions and forms of sustainable investing. Given the complexity of the market, it comes as no surprise that there is a sense of uncertainty among investors. The latest edition of our Finance Theme publication takes an in-depth look at this topic and provides guidance in navigating the intricate world of green investing. It explains why sustainable investing is becoming ever more popular in Switzerland and how we address this investment philosophy at Maerki Baumann.

Journal 2

Journal

November 2023 - As a responsible family company, our thoughts and actions have always been guided by environmental principles in addition to economic considerations. In order to anchor these values even more firmly in the DNA of our bank, we adopted a comprehensive sustainability strategy at the end of 2022. It governs how we handle the topic of sustainability in conducting our own business activities and thus shapes decisions at both an organisational and operational level. Our services as well as our advisory and investment processes are likewise aligned with the approach's principles. In our modular investment solution, for example, we systematically take account of environmental, social and governance aspects – also referred to as ESG criteria. Find out more in the latest edition of the Journal.

Our publications

Find out more about current market events and topics from the investor's perspective.

Anlagepolitik

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.

Marktkommentar

Market Comment

The Market Comment is published monthly and sheds light on current topics from the investor's point of view.

Finanzthema

Finance Theme

In the Finance Theme we cover interesting topics around money and wealth off the daily market developments.

Geschäftsbericht

Annual Report 2022

The annual reports of Maerki Baumann & Co. AG provide an overview of the bank’s business activities, income statement and balance sheet.

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