Investment Commentary
July 2025
Switzerland
Solid start, growing headwinds
READ
European Union
Growth expectations exceeded
READ
United Kingdom
READ
USA
The "Big Beautiful Bill" under the roof
READ
China
Buying mood despite headwinds: China's data in conflict
READ
Japan
Economic dynamics
READ
Emerging Markets
READ
Stocks
When currency effects turn profits into losses
READ
Interest
Tensions between government debt and interest rate policy
READ
Currencies
Is the USD seeing a turning point?
READ
Oil
Sufficient oil supply
READ
Precious Metal
Gold: safe haven & geopolitical risks
READ
TEAM
Services
Investment models
ART
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