As per your request, please find below the latest edition. If this message is not displayed correctly, please click here
Testing Swiss resilience
Investment Solutions
 
 

Dear Investors,
 

This week we look at the slowing Swiss economy and its implications for Swiss assets.

 

Key takeaways:
 

  • The Swiss economy is forecast to rebound slightly next year from 2019’s slowdown
     
  • Any improvement in international trade, plus bottoming-out manufacturing activity, should support the euro-dollar and weaken the franc as a haven currency
     
  • SMI equities are not particularly expensive against historic premia, dividend yields remain attractive
     
  • Swiss real estate looks sound and central commercial and residential markets should deliver positive rents
     
  • Portfolio construction with a global strategy remains key for Swiss investors.

 

Best regards,

 

Stéphane Monier
Chief Investment Officer, Lombard Odier Private Bank

 
 
 
Also on this topic
 
En pleine forme ? Opportunités et défis des économies allemande et suisse
 
 

perspectives d’investissement

 

En pleine forme ? Opportunités et défis des économies allemande...

 

17 juin 2019

 
 
 
Find it on My LO
 

All publications are available on My LO.

 
 
 
 
Discover our socials media
 
 
www.lombardodier.com
 
 

IMPORTANT INFORMATION

You are receiving this e-mail communication because you, or your relationship manager on your behalf, have requested to receive Lombard Odier’s publications and newsletters via e-mail. Should you wish to stop receiving these communications and its attachments, please contact your relationship manager. For information on Lombard Odier’s data protection policy, please refer to

www.lombardodier.com/home/privacy-policy.

United States: Neither this document nor any copy thereof may be sent to, taken into, or distributed in the United States or given to any US person. This e-mail communication, including its content and logos, may not be reproduced in whole or in part, transmitted, modified, or used for any public or commercial purpose without the prior written permission of Lombard Odier.

© 2019 Bank Lombard Odier & Co Ltd – all rights reserved. Ref. LOCH-CRM-en032019

 
 
Unsubscribe