Market Insights

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marktperspektiven_April_2025

Rebuilding Ukraine

Rebuilding in Ukraine offers opportunities for Swiss companies. Innovative strength and specialist knowledge, coupled with Switzerland's political stability and humanitarian past, enable many companies to make major contributions to restoring infrastructure and energy supplies.
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Editorial
MP 2025-04 Konjunktur Web 2 en

Review Q1 – Outlook Q2

In the first quarter, central banks had to cut interest rates several times to support the economy.
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Economy
Belvedere Freigutstrasse

April brings a fresh start

The office in Zurich has moved. You will now find us at Freigutstrasse 16 and we look forward to your visit.
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Inside
Belvedere_Zinsen1

Interest Rates

Active central banks stabilize the markets, which are highly unsettled by discussions about import duties.
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Interest Rates
MP 2025-04 Aktien Web 2en

Equities

The fundamental data for the Swiss equity market is positive. We therefore remain slightly overweight.
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Equities
nestle

Nestlé

Investor confidence has been regained thanks to clear priorities. CEO Freixe is convincing and enjoys credit.
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Equities
High-resolution image of financial graphs and charts overlaying a world map.

Asset allocation

We remain slightly overweight in equities and real estate, with a preference for the US and Swiss markets.
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Asset allocation

Further editions

Bilder MP Web 2024-12

Market outlook 2025

The dominance of the USA and its limits. The year 2024 was characterized by the strength of the US economy. But will this dominance continue in 2025?
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Bilder MP Web 2024-12

America First

America first - how will Donald Trump's re-election affect the US economy's success model?
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Belvédère 360°

Discover the advantages of a comprehensive view of your assets.

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Latest edition of Market Insights

Reconstruction in Ukraine offers numerous opportunities for Swiss companies to excel with specialist knowledge and innovations.

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Belvédère Asset Management AG is one of Switzerland’s largest independent providers of asset management and family office services.

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