Independent asset managers in Switzerland are currently facing a difficult market situation. Many assets are proudly valued after the bull market in the current year, while at the same time the geopolitical fragmentation of the world does not make it easy to make the right investment decisions, as the latest edition of the AVI Index shows. 

Independent asset managers in Switzerland are unanimous: local banks are threatened by overregulation, the US economy is overestimated on the stock market, and now is a good time to dry up profits.

Rarely have expectations on the global financial markets changed as rapidly and radically as in the past two weeks. Against this backdrop, independent asset managers in Switzerland are seeking refuge in gold and hoping for a stable Swiss financial center with the last remaining major bank, UBS.

Independent asset managers in Switzerland can look back on a surprisingly good year on the stock market. They expect Donald Trump's policies to provide a major boost in 2025. However, they also see attractive investment opportunities in Switzerland - with relatively low risk.

Independent asset managers in Switzerland are in good shape, but they agree that their numbers will decrease significantly over the next few years, as a recent survey shows. They do not yet have much to do with artificial intelligence. However, those who do use it are optimizing their investment strategy and obtaining better research material.

A clear majority of independent asset managers believe that the disappearance of Credit Suisse will leave a vacuum in the Swiss banking sector. Visibility for the French financial market has improved after the second round of elections. Some asset managers are convinced that entry prices are now available.

Some asset managers in Switzerland would have preferred Credit Suisse to continue to exist rather than be integrated into UBS, according to the latest AVI Index. The "anything-goes mentality" currently dominates the stock market. The EAMs see further price potential in both gold and Bitcoin.

Fewer sustainability investments, but more investments in pharmaceutical companies and the healthcare sector. Artificial intelligence en masse, but shares instead of gold. These are some of the resolutions of independent asset managers in Switzerland for the first quarter of 2024, according to the latest AVI Index.

These are difficult times ahead for independent asset managers in Switzerland. The emergence of the new UBS is tricky, the outlook for the financial markets is gloomy, and global debt could reach unprecedented levels. Still, there is one bright spot for the industry, according to the latest AVI Index.