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Von Netzausbauten bis hin zu Kühlsystemen – Schweizer Unternehmen bieten ein breit gefächertes Engagement im Investitionszyklus der künstlichen Intelligenz.

AI is reshaping not only what we compute, but how we build. As data centres scale up, constraints have shifted from chips to systems: power, cooling, grid capacity, and precision engineering.

The Swiss model can be a source of inspiration from multiple angles for developed nations. Instead of relying on currency devaluation to boost manufacturing, Switzerland has focused on quality, resilience, and advanced industries, which has supported a robust economy that is not only often resistant to external shocks, but also anchored by low public debt as a percentage of GDP.

As global investors face evolving geopolitical and market landscapes, the Swiss equity market presents a compelling case for global portfolio diversification in 2025 and beyond.

You might have heard about our Swiss & Global Equity team’s investment approach, which revolves around cash-flow return on investments (known as CFROI – Source: UBS HOLT) and the selection of companies with high and stable CFROI only for some of its portfolios. This is a measure that gives an indication of a company’s ability to create value.

As 2023’s concentrated market rally is extending into 2024, equity investors are worried about a potential consolidation or pullback.

Investors may find the strong fundamentals and stable economic, political and social aspects of Switzerland attractive in terms of equity investments in a year which may be dominated by geopolitical newsflow.

UBP gives Allnews its latest economic and investment outlook for 2024, with Norman Villamin (N.V.), Group Chief Strategist, and Eleanor Taylor Jolidon (E.T.J.), Co-Head Swiss & Global Equity Franchise and Senior Portfolio Manager.

Bilan - (28.06.2023) - After a disappointing year for tech investors in 2022 – with the Nasdaq 100 falling 33% – some observers called time on a sector that had totally dominated the last decade.