Current insights Our specialists continuously monitor and evaluate market developments. Benefit from our expertise. Investment Policy Economic data also showing shoots of spring May 2024 Global economy is blooming, especially in the USA. Equities favoured over bonds. Focus on quality companies with good margins and low levels of debt. Read more Market Comment Commodity realities April 2024 Our April market comment: The decline in investments in oil or copper production, for example, which has been observed for some time now, shows that commodities deserve their place in an investment allocation despite volatility. Read more Finance Theme Sustainability-related investments October 2023 There are various definitions and forms of sustainable investing. Given the complexity of the market, it comes as no surprise that there is a sense of uncertainty among investors. The latest edition of our Finance Theme publication takes an in-depth look at this topic and provides guidance in navigating the intricate world of green investing. It explains why sustainable investing is becoming ever more popular in Switzerland and how we address this investment philosophy at Maerki Baumann. Read more Journal November 2023 - As a responsible family company, our thoughts and actions have always been guided by environmental principles in addition to economic considerations. In order to anchor these values even more firmly in the DNA of our bank, we adopted a comprehensive sustainability strategy at the end of 2022. It governs how we handle the topic of sustainability in conducting our own business activities and thus shapes decisions at both an organisational and operational level. Our services as well as our advisory and investment processes are likewise aligned with the approach's principles. In our modular investment solution, for example, we systematically take account of environmental, social and governance aspects – also referred to as ESG criteria. Find out more in the latest edition of the Journal. Download PDF E-Book Our publications Find out more about current market events and topics from the investor's perspective. Investment Policy The Investment Policy summarises our company's investment strategy on the macro-economic level as well as from the viewpoint of the individual asset classes. READ MORE Market Comment The Market Comment is published monthly and sheds light on current topics from the investor's point of view. read more Finance Theme In the Finance Theme we cover interesting topics around money and wealth off the daily market developments. READ MORE Annual Report 2023 The annual reports of Maerki Baumann & Co. AG provide an overview of the bank’s business activities, income statement and balance sheet. Read More
Investment Policy Economic data also showing shoots of spring May 2024 Global economy is blooming, especially in the USA. Equities favoured over bonds. Focus on quality companies with good margins and low levels of debt. Read more
Market Comment Commodity realities April 2024 Our April market comment: The decline in investments in oil or copper production, for example, which has been observed for some time now, shows that commodities deserve their place in an investment allocation despite volatility. Read more
Finance Theme Sustainability-related investments October 2023 There are various definitions and forms of sustainable investing. Given the complexity of the market, it comes as no surprise that there is a sense of uncertainty among investors. The latest edition of our Finance Theme publication takes an in-depth look at this topic and provides guidance in navigating the intricate world of green investing. It explains why sustainable investing is becoming ever more popular in Switzerland and how we address this investment philosophy at Maerki Baumann. Read more