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Defensive Through Downturns – Fixed Coupon Note

10 May 2023Open PDF icon

Talking points

  • Nikko Japan Dividend Equity Fund +++

    6 May 2023Open PDF icon

  • Five Key Charts to Watch in Global Commodities This Week

    24 April 2023Open PDF icon

  • TOP 10 SWISS STOCKS TO BUY AND HOLD

    28 March 2023Open PDF icon

  • Best Energy Stocks of February 2023

    21 February 2023Open PDF icon

Ticker

Recommendations

Top 10 Biggest Car Companies in the World

24 January 2023Open PDF icon

Invented in 1885 by German engineer Carl Benz, the automobile has truly taken the world by storm. There is almost no other invention that has influenced humanity so fast in such a short time. Most importantly, it has completely revolutionized transportation, making it easier and faster to travel both short as well as long distances.

These stocks bring power to the portfolio

14 December 2022Open PDF icon

The situation in Europe's energy industry is tense. The war in Ukraine, volatile gas and electricity prices as well as political pressure are causing movement in utility stocks. This opens up opportunities. The Market presents four investment ideas on the German and Austrian stock exchanges. The energy markets are in a state of emergency. The war in Ukraine and its consequences expose Europe's dependence on imports from Russia. Gas and electricity prices are extremely volatile, which poses chal

Uranium Bull Market is Dawning

2 December 2022Open PDF icon

Uranium is an important commodity in the energy sector. As the value of this nuclear fuel has continued to rise, investors have become more interested in the uranium market.

Digging Deep

15 November 2022Open PDF icon

Gold and silver miners like Newmont, Agnico Eagle Mines and Pan American Silver have disappointed the stock market so far this year. The quarterly results will be an important test for the mood in the sector. Those who take a long-term view will not regret their investments.

Swiss Medtech Opportunity

11 October 2022Open PDF icon

In a short time, the overvaluation of the shares of Swiss medical technology companies has fizzled out. Of the five largest, not all seem ripe for entry.

12 Best AI Stocks to buy now

1 October 2022Open PDF icon

The use of artificial intelligence has not penetrated the market completely yet, and it is advancing the fields of biotechnology and pharmaceutical development, according to Morgan Stanley analyst Vikram Purahit. AI enables companies to eliminate unpromising processes quickly, slashing time for preclinical drug development as much as 75%, and lowering early-stage development costs by up to 50%. As AI becomes increasingly important in multiple applications, some of the best AI stocks to buy now i

Inflation Fighters

8 September 2022Open PDF icon

Here are seven inflation investments for investors looking to protect their portfolios.

10 Stocks Warren Buffet Just Bought Or Sold

7 September 2022Open PDF icon

What stocks has Warren Buffett bought and sold lately? Here's a look at 10 of the biggest changes the Oracle of Omaha made to Berkshire's portfolio in the second quarter.

Dividend Heros

30 August 2022Open PDF icon

The fat stock market years are over. At least, that is what a look at the past and the expectation of what is in store for the markets in view of rising interest rates and a gloomier economic outlook suggest.

Investing in Electric Vehicle (EV) Battery Stocks

23 August 2022Open PDF icon

The automotive industry is going electric. Every major automaker is actively developing or already selling electric vehicles (EVs). Tesla (NASDAQ:TSLA) is the industry pioneer. Now Ford (NYSE:F), General Motors (NYSE:GM), Volkswagen (OTC:VWAGY), Daimler (OTC:DMLR.Y), and other carmakers are pushing ahead with plans to capitalize on the growing consumer preference for electric cars.

News

Apple

8 May 2023Open PDF icon

LVMH Moet Hennessy Louis Vuitton SE

24 April 2023Open PDF icon

LVMH is closing in on Tesla Inc. for ninth spot on the list of the world’s biggest companies by market capitalization, only days after entering the top 10.

Alibaba Group Holding Ltd

28 March 2023Open PDF icon

Alibaba Group Holding Ltd.’s US shares surged 12% after China’s online commerce leader announced plans to split its $220 billion empire into six business units, a major restructuring that promises to yield several initial public offerings. 

Qualcomm

21 February 2023Open PDF icon

Qualcomm Inc on Tuesday said it is launching a paid cloud software service to help companies that use its chips keep tabs on goods as they move through the supply chain.

Eli Lilly and Company

24 January 2023Open PDF icon

Accelerating our Ambitions

10 January 2023Open PDF icon

HouseView

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Our View in April

24 April 2023Open PDF icon
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Our View in March

28 March 2023Open PDF icon
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Our View in February

21 February 2023Open PDF icon
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Our View in January

24 January 2023Open PDF icon
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Our View on 2023

15 December 2022Open PDF icon

War, inflation and losses in most asset classes: 2022 is a year to forget. The new year can only get better. Or not? The answer, as so often, depends on the perspective.

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House View October 2022

24 October 2022Open PDF icon
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House View September 2022

11 October 2022Open PDF icon
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House View August 2022

31 August 2022Open PDF icon

The financial markets have obviously taken this motto to heart in recent weeks. Stress relief on the bond markets, recovery on the stock markets. But the recovery effect can quickly fizzle out when reality catches up with us again. Will it come or will it not?

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House View July 2022

25 July 2022Open PDF icon
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House View January 2022

4 January 2022Open PDF icon

Welcome to this year’s fourth and final Investment Outlook. We are approaching the end of 2021, which can already be summarised as a year of strong recovery, when a rollout of COVID-19 vaccines and a major mobilisation of forces in the health care sector were essential in enabling this recovery. The adaptability of the corporate sector has also been impressive, since it has successfully dealt with many troublesome bottlenecks and disruptions and has still delivered profits well above the forecas

Related Reading

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Investing in Solar Energy Stocks

23 August 2022Open PDF icon

The solar industry builds and installs devices to capture energy from the sun and convert it into electric power. Companies in the industry are working together to help transition the global economy from fossil fuels such as oil and natural gas to renewable energy sources. It will take trillions of dollars and many years to complete the transition, making solar energy a compelling opportunity for long-term investors.

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Investing in Renewable Energy Stocks

23 August 2022Open PDF icon

The global economy is rapidly working on switching power sources. Due to climate change concerns, the world is moving away from carbon-based fossil fuels to cleaner alternative energy sources. The decarbonization of the global economy will take an estimated investment of more than $100 trillion over the next three decades.

Splash 10

  • 7 Best Long-Term ETFs to Buy and Hold

    23 August 2022Open PDF icon

    The following seven exchange-traded funds, or ETFs, are all good long-term investments you can have confidence in this year, next year and beyond.

  • Semiconductor Industry

    12 August 2022Open PDF icon

  • 11 Best Investments to Inflation-Proof Your Portfolio

    9 August 2022Open PDF icon

    Inflation continues to be one of the most pressing concerns on both Main Street and Wall Street. And with little relief expected in the short-term, people who haven’t already padded their portfolios with inflation investments still have time to don a little protection.