Vontobel: How investors are rotating sectors Vontobel: How investors are rotating sectors Vontobel: How investors are rotating sectors
The tech sector is losing momentum as investors turn to more defensive stocks. The U.S. tech sector is especially exposed to foreign revenues. For Panagiotis Spiliopoulos, head of research at Vontobel Investment Banking, it’s not a clear trend yet, but he sees the same moves in small and midsize cyclical stocks.
Tanya König
Which eggs to put in your basket
Don’t put all the eggs in your basket. We tell you why—and reveal which ones should go in!
Martina Fuchs
Switzerland prepares China charm offensive
Swiss President Ueli Maurer will pay a visit to China starting Monday, accompanied by a delegation of bankers and businesspeople from companies including Novartis and Holcim. Cornelia Meyer, economist and energy expert, discusses what will be on the agenda and what the implications will be for Switzerland.
Martina Fuchs
Facebook results likely to please, says Fidelity International
Fidelity International is betting that Facebook will post good quarterly results next week after the company took steps to improve its business model and margins.
Ana Maria Montero
Swiss earnings: don’t expect too much cheer
Investors can expect companies to give conservative guidance during this earnings season, because the global economic outlook has only recently improved, says Norman Villamin, CIO at UBP.
Ana Maria Montero
ABB could see further break-up in the medium term
The departure of ABB's chief executive Ulrich Spiesshofer took the market by surprise on Wednesday. But now is a good time for a new leader with a different set of skills, says Redburn's James Moore. He adds that it could spell the beginning of a further break-up of the company in the future.
Hannah Wise
Investing in esports goes beyond Tencent
Esports may be the next big thing in sports sponsoring. Global revenues could hit $1.1 billion in 2019. Carlos Mejia, CIO at Rothschild & Co Wealth Management, assesses the ways that investors could participate in this bonanza.
Hannah Wise
Notre Dame and the business of insuring against disasters
Historical monuments as valuable as the Notre Dame cathedral are too big to insure. However, insurers can advise governments on how to prevent disasters, says Jad Ariss, secretary general of insurance thinktank The Geneva Association. He also says insurance firms should look at using catastrophe bonds to cover national landmarks.
Hannah Wise
Green shoots appearing in global economy
Economic indicators are improving, says Peter Romanzina of Vontobel Investment Banking, noting the surprisingly strong survey of German sentiment released Tuesday.
Hannah Wise
Leaving Baselworld makes sense for Breitling
Swiss watchmaker Breitling announced it will skip Baselworld next year, dealing another blow to the struggling watch and jewelry fair. The move comes after Swatch Group already pulled out this year. For watch journalist Alexander Linz, the decision makes sense for Breitling but is a “mess” for the fair, which has already adapted its pricing model and dates to better serve the industry.
Hannah Wise
“Low inflation is a concern,” says Cedric Tille of Graduate Institute
SNB Chairman Thomas Jordan said that the central bank has room to lower their already negative interest rates even further. For Cédric Tille, economics professor at the Graduate Institute Geneva, the main concern is low inflation in Europe, which is putting pressure on the ECB to ease monetary policy.
Hannah Wise
Zurich Insurance’s Guy Miller on Swiss public debt—or lack thereof
Switzerland should consider issuing more bonds to fund projects that will help the economy stay competitive, says Guy Miller, chief market strategist for Zurich Insurance.
Hannah Wise
Stadler: Assessing the first day of trading
Trading of Stadler Rail shares on the SIX Swiss Exchange began on Friday. Shares jumped early in the morning thanks to the promising outlook for the Swiss producer of locomotives and trains. CNNMoney's Editor in Chief Andreas Schaffner talks about the reason behind the listing and the outlook for the market.
Hannah Wise
April 12 Markets Summary: Global markets gain on China data, U.S. bank results
Surprisingly strong trade data out of China and better-than-expected U.S. bank results boosted global markets today. In Switzerland, the SMI retreated as investors shifted from defensive stocks into financials.
Hannah Wise
Economiesuisse opposes IMF’s view of Swiss fiscal policy
Rudolf Minsch, chief economist at Swiss business federation economiesuisse, takes issue with the IMF’s view that Switzerland should increase public spending.

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