• 10 Things Investors May Be Underestimating In 2026
    January 22nd, 2026· 6.6 min·

    10 Things Investors May Be Underestimating In 2026 Heading into 2026, markets feel a little strange. Not fragile. Not euphoric. Just… expensive and oddly calm. The biggest surprise may be that nothing breaks. Policy remains supportive, liquidity is still there, and the economy keeps grinding forward. Late cycle doesn’t

  • Stability by Design
    December 12th, 2025· 3.6 min·

    What Low Inflation, Stable Policy and a Strong Currency Mean for CHF borrowers A steady backdrop in an uncertain world Over the past few months, headlines around Switzerland have sounded contradictory: inflation has slipped back to zero, the Swiss franc remains strong, and yet the Swiss National Bank

  • Quality Investing: Building Resilience and Growth Through Market Cycles (updated)
    October 28th, 2025· 14.6 min·

    Staying the Course with Quality Stocks Quality investing - focusing on financially solid, well-run blue-chip companies - has faced a challenging stretch recently. The “quality” factor has lagged at times as flashier segments of the market rallied. However, history shows that high-quality businesses remain durable and rewarding investments