Independent Swiss asset managers mostly expect the US Federal Reserve to keep its policy rates unchanged until the end of 2026. At the same time, confidence in the Swiss stock market remains high, as shown by the Aquila Asset Manager Index (AVI) for the second quarter of 2026. Read more: https://www.finews.ch/news/finanzplatz/72813-schweizer-vermoegensverwalter-setzen-weiter-auf-aktien-aqulia-wealth-management

The war in Iran is currently dominating global stock markets. According to the latest Aquila Wealth Managers Index, independent asset managers in Switzerland have therefore become significantly more pessimistic for the current year.

According to a survey of independent asset managers in Switzerland, a clear majority are betting on further price increases for Swiss equities, while other markets are seen as weaker. Investments in domestic real estate are also popular, as is gold.

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.