Current insights Our specialists continuously monitor and evaluate market developments. Benefit from our expertise. Investment Policy Autumn in the financial markets October 2020 Summer is over, and there is a hint of autumn in the air. Is that true of the financial markets too? The double comeback – i.e. of equity markets and economic growth – since the lows of early spring is giving way to a phase of volatility. On the one hand, we are seeing a resurgence of political and economic uncertainties. On the other, the main drivers of this year’s equity market rally – the leading US technology and communication stocks – have performed so impressively since the start of the year that profit-taking has become more likely. We have therefore adopted a more cautious positioning with a lower equity beta. Read more Market Comment US election volatility October 2020 One of the most momentous political events is approaching: the United States of America is about to elect its next President and a new House of Representatives, along with part of the Senate. The Democratic candidate, former Vice President Joe Biden, is heading into this electoral battle with an agenda that tends towards the social democratic/green end of the spectrum, whereas Donald Trump is campaigning on the basis of conservative positions such as less regulation and tax cuts. True, electoral promises often fall by the wayside after the election itself, but the different plans of the two candidates are still relevant. From the investor’s perspective, in the event of no clarity emerging over the actual winner, US equities could remain volatile for weeks, while economic activity could be influenced by uncertainty. Read more Finance Theme Digital assets – opportunities and risks for investors June 2020 The innovative blockchain technology (“distributed ledger technology”, DLT) and the associated expectations have already attracted a considerable amount of attention. For both private and institutional investors, however, it is still not easy to profit from the numerous possibilities of this young technology. In a market environment that remains fairly opaque, investors need to find their way around the many different providers and specialists while also overcoming the technical hurdles that exist in connection with blockchain technology. The specialists on our Crypto Desk are looking to shine a light in the darkness with this publication. Read more Our events Our events in 2020 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 Autumn in the financial markets October 2020 Summer is over, and there is a hint of autumn in the air. Is that true of the financial markets too? The double comeback – i.e. of equity markets and economic growth – since the lows of early spring is giving way to a phase of volatility. On the one hand, we are seeing a resurgence of political and economic uncertainties. On the other, the main drivers of this year’s equity market rally – the leading US technology and communication stocks – have performed so impressively since the start of the year that profit-taking has become more likely. We have therefore adopted a more cautious positioning with a lower equity beta. Read more
Market Comment US election volatility October 2020 One of the most momentous political events is approaching: the United States of America is about to elect its next President and a new House of Representatives, along with part of the Senate. The Democratic candidate, former Vice President Joe Biden, is heading into this electoral battle with an agenda that tends towards the social democratic/green end of the spectrum, whereas Donald Trump is campaigning on the basis of conservative positions such as less regulation and tax cuts. True, electoral promises often fall by the wayside after the election itself, but the different plans of the two candidates are still relevant. From the investor’s perspective, in the event of no clarity emerging over the actual winner, US equities could remain volatile for weeks, while economic activity could be influenced by uncertainty. Read more
Finance Theme Digital assets – opportunities and risks for investors June 2020 The innovative blockchain technology (“distributed ledger technology”, DLT) and the associated expectations have already attracted a considerable amount of attention. For both private and institutional investors, however, it is still not easy to profit from the numerous possibilities of this young technology. In a market environment that remains fairly opaque, investors need to find their way around the many different providers and specialists while also overcoming the technical hurdles that exist in connection with blockchain technology. The specialists on our Crypto Desk are looking to shine a light in the darkness with this publication. Read more