Natixis strategist: Merkel runs Europe, and markets are used to it Natixis strategist: Merkel runs Europe, and markets are used to it Natixis strategist: Merkel runs Europe, and markets are used to it
European stock exchanges, including the SMI, rallied after German Chancellor Angela Merkel managed to save her coalition government from collapse. That’s because markets see Merkel as the pillar of the European Union, says Esty Dwek Roditi, senior investment strategist at Natixis Investment Managers. With the Merkel coalition back from the brink before markets opened again, the euro also strengthened against the Swiss franc. According to Dwek Roditi, the status quo in Germany is needed as a counterbalance to EU challenges such as Brexit and economic growth.
Hannah Wise
MCH is doing the right thing to fix its mess, says Research Partners
Ronald Wildmann of Research Partners shares his insights on MCH and Burkhalter, two Swiss SMEs facing different challenges.
Hannah Wise
BlackRock strategist: Brexit deal is good—because no one likes it
Martin Lück, BlackRock’s chief investment strategist for Germany, Switzerland, and Austria, hopes the divorce agreement between the EU and the UK will go through. But first he explains how Italy is trying to trap the European Union.
Hannah Wise
November 21 Markets Summary: Global stocks bounce back
Markets around the world rallied following the lows on Tuesday, with Italy’s budget taking center stage in Europe. In Switzerland, the SMI finished the day up 0.82 percent to 8,841.48.
Hannah Wise
Is the Apple watch hurting Swiss watches? René Weber has the answer
René Weber, analyst at Vontobel, explains which types of Swiss timepieces are suffering from the competition with tech giant Apple. But first, he shares his views on the rebound of Swiss watch exports in October.
Hannah Wise
Bitcoin’s drop isn’t over, warns Roger Darin
Roger Darin, community manager at Bitcoin Association Switzerland, thinks the value of Bitcoin could fall as low as USD 3,000, far from its record close of USD 20,000 almost a year ago. But he explains why it’s not the end of the story.
Hannah Wise
November 20 Markets Summary: Watch exports rebound, Bitcoin plunges
Stocks wiped out their 2018 gains after a sell-off that hit tech shares hard. Meanwhile, the SMI closed down 0.49 percent to 8,769.45. Today’s Market Summary looks at Swiss watch exports and the latest Bitcoin bloodbath.
Hannah Wise
The paradox of investing in insurance, according to UBP CIO
Wildfires, hurricanes, and other natural disasters used to provide investors some good returns. Norman Villamin, chief investment officer at UBP, explains why things have changed.
Hannah Wise
Europe is far from a crisis, Natixis strategist says
Esty Dwek, senior investment strategist at Natixis Investment Managers, analyzes the rift between Italy and the European Union and explains what France and Germany may, or may not, achieve as they try to boost the EU’s budget. She also discusses what it all means for Switzerland.
Hannah Wise
November 19 Markets Summary: Stocks struggle, Nissan in turmoil
This Monday, the SMI closed down 1.06 percent to 8,812.61. Global markets were down amid concerns over Brexit and the Italian budget, while automakers Nissan and Renault were on a slippery slope.
Hannah Wise
November 16 Markets Summary: Commodities shine this Friday
Tonight’s Markets Summary homed in on oil and gold, which rose against the backdrop of Brexit uncertainty. Meanwhile, the SMI wrapped up today up 0.42% to finish at 8907.39 points, with ABB leading the way.
Hannah Wise
UBS reputation at risk in Paris trial, says NZZ reporter
The tax fraud trial in Paris against UBS has come to an end. It could cost the bank more than €5 billion, with UBS categorically denying any wrongdoing. The verdict is expected to be handed down on February 20, 2019. NZZ reporter Zoé Baches, who has been covering the case, explains what is now at stake for the bank.
Hannah Wise
What is driving demand for gold these days?
Carsten Menke, commodity analyst at Julius Baer, shares his views on the recent increase in the price of gold. And it’s not because of the turmoil created by Brexit, he says. Menke starts off by assessing the oil market and also takes a closer look at cobalt.
Hannah Wise
ECB is facing challenges but not a crisis, argues Steven Oh
Steven Oh, global head of credit and fixed income at PineBridge, explains why the European Central Bank may put the normalization of its monetary policy on hold. Oh also shares his views on Italy and whether Rome’s budget can fix the country’s problems.
Hannah Wise
Italy more important than Brexit for the Swiss franc, Walewski says
Nicolas Walewski, founder of Alken Asset Management, explains how the Brexit deal may impact Switzerland. But first he shares his views on Richemont, Apple, and Novartis.

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