Market Insights

Edition
Market Insights 2026-01
The investment year 2025 has impressively confirmed how resilient the economy and the financial markets can be, even in a challenging environment. What does this mean for 2026?
Belvedere Asia Pacific + Fonds
Think more differentiated about growth
Economy: Stable foundations provide support
The global economy is proving resilience at the end of the year and is moving towards a more sustainable growth path.
Belvedere Marktperspektiven 2026-01 Zinsen EN b
The environment for bonds has stabilised, selective use of bonds is important,
Belvedere Marktperspektiven 2026-01 Aktien 1b
Overall, the outlook for equities remains positive. However, quality, diversification and regional balance are crucial.
Belvedere Marktperspektiven - Richemont
Richemont has firmly established itself as an important pillar of the global luxury goods industry.
Asset Allocation Q1-2026
Tactical adjustments: Bonds reduced, emerging market equities and gold increased

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.
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.
Marktperspektiven Cover 2025-04
Reconstruction in Ukraine offers numerous opportunities for Swiss companies to excel with specialist knowledge and innovations.
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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