Market Insights

Edition
marktperspektiven_April_2025
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.
MP 2025-04 Konjunktur Web 2 en
In the first quarter, central banks had to cut interest rates several times to support the economy.
Belvedere Freigutstrasse
The office in Zurich has moved. You will now find us at Freigutstrasse 16 and we look forward to your visit.
Belvedere_Zinsen1
Active central banks stabilize the markets, which are highly unsettled by discussions about import duties.
MP 2025-04 Aktien Web 2en
The fundamental data for the Swiss equity market is positive. We therefore remain slightly overweight.
nestle
Investor confidence has been regained thanks to clear priorities. CEO Freixe is convincing and enjoys credit.
Asset Allocation Q1-2026
We remain slightly overweight in equities and real estate, with a preference for the US and Swiss markets.

Further editions

Market Insights Covers 2026-04
Financial markets often show more resilience than expected. Thanks to strong fundamentals, the current corrections might well be temporary.
Belvédère Market Insights 2026-01
The global economy is proving more resilient than expected. This allows for a cautious but clearly constructive outlook for 2026.
MP Trio EN
Asia has re-emerged as the key growth engine of the global economy. Today, more than half of worldwide growth originates from this continent – and the trend is still rising
Belvedere Marktperspektiven 2025-07 Cover Trio
The Swiss economy demonstrates resilience thanks to its innovative strength, skilled labour force and high-quality solutions.
Bilder MP Web 2024-12
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?
Bilder MP Web 2024-12
America first - how will Donald Trump's re-election affect the US economy's success model?

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

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