The agony of choice

Success on the stock market can be achieved in various ways. Depending on the character of the shares in which one wants to invest, the investment strategies one can resort to can be divided into substance or value shares as well as growth shares. And then there is the long-term alternative of quality stocks, also called compounders. Which is the best strategy? There is no clear answer, that…


Invest with a clear conscience

More and more investors are taking sustainability into account in their investment decisions. They invest in an ESG-compliant manner, i.e. according to the criteria of environmental and social compatibility as well as good corporate governance (Environment, Social, Governance, ESG). In practice, this is not easy. Equities and also increasingly bonds are the most important components of…


The fear is going around

Fear, or at least concern, is sweeping the financial markets. Are the current rising prices having a negative impact on growth? Will interest rates rise and strangle the economic recovery? According to the textbooks of national economics, this would be the logical consequence. If it weren’t for the many pandemic-related special factors. Times are anything but normal at the moment, the…


US economic stimulus programmes and infrastructure

US President Joe Biden, disparagingly called “sleepy” by his blond-haired predecessor, has clearly exceeded expectations in his first 100 days in office. In foreign policy, he has spoken plainly and told the despots in Moscow, Beijing, Istanbul and elsewhere what he thinks of them and what they can expect. In terms of economic and social policy, he has even stepped up a gear –…


The car industry makes e-mobile

Who would have thought that just a few years ago: A paradigm shift is taking place in the automotive industry. Forced and apparently just in time. After more than 150 years, the combustion engine – diesel as well as petrol – has reached the end of its product cycle. This type of propulsion, which has been pampered for decades by the technology leaders in this fossil discipline and…


Real estate - Pandemic immune

Real estate is pandemic immune. In Switzerland even more so than in the rest of Europe. Corona-related, lasting price distortions or even collapses are hardly noticeable. The Swiss real estate market in particular is proving to be surprisingly resistant: interest rates are still low, space is scarce in the metropolitan areas, demand remains stable, and the economy is expected to grow again this…


Hydrogen - An energy carrier that will not run out

Hydrogen is the energy carrier of the future and is available in almost unlimited quantities. Unfortunately, however, 90% of the hydrogen produced worldwide still comes from fossil fuels, releasing greenhouse gases (CO2). This is not good for the climate. Switzerland, Europe, China and other large industrialised countries, and under President Joe Biden now even the USA again, want to find a…


Digitalisation in Italy

The COVID pandemic, which is hitting particularly hard in Italy, is accelerating the digital transformation in the country’s public administration as well. More and more services and transactions are being handled online. However, the progress of digitalisation varies greatly from region to region, as the software consulting firm FPA finds in its 2020 city ranking. The south is lagging…