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Mensuel de mai 2025 - Fonds d’investissement

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Swiss equities as a portfolio diversification enhancer
By Eleanor Taylor JOLIDON, Co-Head of Swiss and Global Equity, Maud GIESE, Investment Specialist, Swiss and Global Equity Marc CHABRIER, Investment Specialist, UBP   As global investors face shifting geopolitical and market landscapes, the Swiss equity market presents a compelling case for global portfolio diversification in 2025 and beyond.   2025 market outlook   Underpinned by a stable political and economic environment, structurally low unemployment and inflation, healthy gross public debt, low and stable corporate taxes, as well as comparably high research development (RD) spending, the Swiss equity market has historically outperformed its global counterparts. However, over the past two years...
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