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Trading Desk

“The Week”: US macro figures in focus

16.02.2026 6 Min.

Switzerland The securities of Sandoz (ticker symbol: SNDZ SW) are off to a strong start on the Swiss stock exchange...

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Opinion Leaders

Back to reality 

13.02.2026 3 Min.

The year 2026 got off to a flying start, buoyed by optimism bordering on euphoria.

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Opinion Leaders

Gold in a frenzy – how long will it last?

13.02.2026 4 Min.

Gold rushed from record high to record high in 2025. The new year also started well, but then the price...

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Opinion Leaders

Affordability, America’s Achilles’ Heel

12.02.2026 4 Min.

In an economy that remains wealthy yet increasingly fragmented, purchasing power has become Washington’s primary test.

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Trading Desk

Lufthansa: Strikes as a mood killer

11.02.2026 4 Min.

The strike announced for tomorrow has suddenly put the brakes on the Lufthansa share - but the setback could bring...

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Trading Desk

“The Week”: Japan inspires

09.02.2026 6 Min.

Clearly positive assessment for Sulzer - Upward trend for French company Eiffage S.A. - Johnson Controls on the rise

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Trading Desk

Swatch: Setting the course

04.02.2026 5 Min.

The watchmaking group could not only step on the gas again in terms of growth, but the Biel-based company may...

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Opinion Leaders

Doctor Gold and Mister Treasuries 

28.01.2026 4 Min.

Since the mid-1990s, US sovereign bonds have become the most widely held asset in global reserves, dethroning the previous leader:...

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Opinion Leaders

The Globe – Global Outlook 2026

28.01.2026 3 Min.

A Prolonged Global Economic Cycle underpins a Constructive Market Scenario

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Opinion Leaders

J.P. Morgan Healthcare Conference

26.01.2026 6 Min.

Signals for a re-rating of the sector are gaining momentum

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Opinion Leaders

Emerging and frontier markets: Super cycle redux

26.01.2026 5 Min.

2025 marked the first year that emerging markets outperformed the US since 2017. Long-term believers hope this will mark a...

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Opinion Leaders

European cement industry on the way from laggard to return generator

23.01.2026 3 Min.

European cement is emerging from decades of oversupply as carbon-credit phaseouts raise production costs and tighten supply. Coupled with rising...

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Opinion Leaders

Logistics – how trends shape an industry

22.01.2026 4 Min.

Numerous technological innovations are coming together in the logistics sector and changing it. How far-reaching the changes are and how...

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Trading Desk

Sandoz: The next chapter

21.01.2026 4 Min.

Sandoz’s first major appearance as an independent company in San Francisco marked more than a formal milestone. It signaled the...

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Opinion Leaders

Outlook 1st half 2026: Focus and discipline

20.01.2026 7 Min.

The year 2025 confirmed a global soft-landing scenario, albeit at the cost of persistent imbalances across major economic regions.

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Learning Curve

Structured products: A new dimension in securities investment

20.01.2026 5 Min.

Structured products can be a valuable addition to any portfolio. In the first part of our new series, you can...

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Interviews

Connecting knowledge, creating transparency: payoff starts a new chapter

19.01.2026 6 Min.

Mr. Lucht, the merger of payoff with the LPA Group follows a clear logic in terms of content. What is...

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Trading Desk

“The Week”: Cooling down

19.01.2026 6 Min.

Belimo shows a positive trend - Excitement at Finnish pharmaceutical stock Orion - Space specialist Curtiss-Wright fascinates

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Opinion Leaders

AI spend is paying off for big tech

15.01.2026 2 Min.

Big tech’s AI push seems to be paying off as AI is being woven into products people already use, such...

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Trading Desk

Novo Nordisk: bottoming out with room for improvement

14.01.2026 5 Min.

The outlook for the Danish GLP1 specialist has brightened recently. In addition, there is a promising technical turnaround on the...

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