Eleanor Taylor Jolidon

从电网升级到冷却系统，瑞士企业为人工智能投资周期提供了多元化的投资机会。

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.

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.