Author: VCMadmin

European equities: capturing micro and macroeconomic disparities (in French)

With the return of inflation, the rise in interest rates and sectoral transformation, financial markets have changed their frame of reference, to the extent that investors today are better favouring active management, focused on company fundamentals. Gianluca Castrilli’s analysis is published on – December 2023 Click here for the French version    

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2023: a year of transition?

With a year-to-date performance of +6.72% (SPI Index)*, Swiss equities are lagging behind the world’s leading stock markets. As a general rule, the Swiss equity market outperforms the world’s leading stock markets over the long term, not least because of its solid institutional framework, sound governance and efficient capital allocation. Therefore, how can we explain […]

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