5G licenses to be less expensive than 4G, predicts Vontobel's head of research 5G licenses to be less expensive than 4G, predicts Vontobel's head of research 5G licenses to be less expensive than 4G, predicts Vontobel's head of research
Next year, Swisscom, Salt, and Sunrise will bid for 5G licenses. Back in 2012, they spent close to a combined CHF 1 billion for 4G. This time, the amount should be smaller since the auction mechanism is different, says Panagiotis Spiliopoulos, head of research at Vontobel. All three players have complained about the design of the auction, which is a sign it's not rigged, according to Spiliopoulos. But first, he starts this interview by explaining why OC Oerlikon withdrew the IPO of its drive-system unit.
CNNMoney Switzerland
"We create a bridge between two ecosystems," says Jos Dijsselhof, the CEO of SIX
Switzerland’s stock exchange SIX plans to launch a trading platform for digital assets such as cryptocurrencies. In an interview with CNNs Zain Asher, Jos Dijsselhof, the CEO of SIX, talks about the reasons behind the move. Being “a recognized and regulated infrastructure provider” he wants to provide this reliability and greater transparency for a unregulated world.
Amanda Kayne
"The focus is back on fundamentals," says Dan Scott of Vontobel
As companies head toward the earnings season in Switzerland, the focus of investors is back on results. "We still see many opportunities, and we hope that earnings have put back the focus on fundamentals," says Dan Scott, deputy CIO at Vontobel.
Martina Fuchs
Why UBP's Eleanor Taylor Jolidon loves long-term stocks
Top-down or bottom-up? Long-term or short-term? Stocks or bonds? "We are definitely favoring stocks, and that certainly is where my heart beats," says Eleanor Taylor Jolidon, co-head of Swiss & global equity at UBP. As part of our special Living Markets summer series, she shows CNNMoney Switzerland's Martina Fuchs her personal side and explains why she prefers offline shopping rather than online.
Martina Fuchs
Chief Economist at Pictet: Charlie Chaplin was my role model
Who is the biggest inspiration for your career? For Patrick Zweifel, chief economist at Pictet Asset Management, this is an easy question to answer: Charlie Chaplin. "He was able to do everything: He was a producer, director, actor, composer. I would have loved to be like him." As part of our special Living Markets summer series, CNNMoney Switzerland's Martina Fuchs visited Zweifel in his Geneva office, where he explained why cryptocurrencies are not his cup of tea.
Amanda Kayne
Alastair McCaig of Fern Wealth: Markets "to tackle headwinds in the months ahead"
Rising trade tensions between the United States and the rest of the world could cost the global economy $430 billion, the International Monetary Fund has warned. According to Alastair McCaig, director of investment management at Fern Wealth, the rift between the U.S. and the rest of the world could be widened going ahead.
Amanda Kayne
Financial language needs simplifying, says Marie Owens Thomsen of Indosuez Wealth Management
"Everyone is at the peril of economics and it is the experts that need to make it less complicated," says Marie Owens Thomsen of Indosuez Wealth Management. She tells CNNMoney Switzerland's Amanda Kayne that finance should be taught better in schools and why it is her mission to simplify managing wealth for everyone.
Amanda Kayne
"The U.S. loses less in a trade war," says Jim Cielinski of Janus Henderson
Despite some signals of an economic slowdown amid the ongoing trade war between the U.S. and China, the overall growth rate of the global economy is still good. According to Jim Cielinski, the global head of fixed income at Janus Henderson Investors, tariffs don't have a direct economic impact. The relative shift in growth in the midterm is hurting China more than the U.S.
Ana Maria Montero
"The banking industry is heading for a perfect storm," says Michael Stemmle of additiv
Despite the positive results for big banks in the first half of the year, investors should focus on how they change the business model, says Michael Stemmle, CEO of the technology company additiv. This is because costs are rising and investments in new technology are necessary to meet the rapidly changing customers' demand. In Stemmle's view, only the banks that master these changes will be in a good position moving forward.
Ana Maria Montero
Swiss CIO: Earnings in Switzerland will be quite good
As investors face the earnings season for the second quarter of this year, Thomas Stucki, the CIO of the St. Galler Kantonalbank is confident. In Switzerland, the focus is on how the Swiss franc is valuated and how the economies in Europe and the U.S. are performing.
Amanda Kayne
"The trade dispute has the potential to disrupt particular sectors," says investment expert Costa Vayenas
Looking ahead to the second half of the year, trade war issues are going to have a stronger impact on the economy. According to Costa Vayenas, senior investment consultant at Wellershoff & Partners, some sectors will be hit harder than others.
Amanda Kayne
UBS economist: "U.S. President Donald Trump is eyeing midterm elections"
With trade tensions rising again, Daniel Kalt, chief economist at UBS Switzerland, talks about the motivations driving U.S. President Donald Trump.
Hannah Wise
Equity valuations are starting to get interesting, says Norman Villamin of UBP
Stocks traded sharply lower in the U.S. after the Trump administration unveiled new tariffs on Chinese goods. Norman Villamin, CIO of UBP, anticipates the sectors that will likely get hurt by these measures and China's retaliation. Car manufacturers and tech companies could be among them, he says.
Hannah Wise
"It is an important week in geopolitics," says CEO of Magpie Advisory
Ahead of U.S. President Donald Trump's trip to Europe, Aleksandra Gadzala, founder and CEO of Magpie Advisory, looks at the larger issues behind the trade dispute and the discussions about the role of NATO. In her view, there are some important conversations to be had, such as what NATO is now, and what will it look like in the future.
Hannah Wise
Julius Bär CIO: "The first half year was a bit disappointing for everyone"
Looking ahead to the second half year, Yves Bonzon, CIO of Julius Bär, still sees a strong U.S. economy leading to a stronger U.S. dollar. This could have effects not only in emerging markets but also on Swiss blue chips, as the cost of capital is generally rising.

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