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Testing Swiss resilience

Investment Solutions - Chief Investment Officer

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

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