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  • G10 Equities' Total Return


    equities table
  • Swiss Equities' Total Return

    (1990 = 100)

    equities CHFindex
  • Swiss Equities' Total Return

    (% year-on-year)

    equities CHFpercent


Please click below for our latest research that touches on Swiss equities. 


  • Investing

    Once inflation and risk appetite rise, policy focus may shift to hiking rates. Bond yields look too low relative to growth, inflation and short rates. Lower terms of trade argue for a fall in CHF but safe haven flows are a risk. download »
  • Markets

    CHF is around its real mean. Markets price in a small chance of one 25bp rate hike over the coming two years. Yields are still very low; the curve has steepened slightly but is flat. Equity returns have been mid-tier. download »
  • Financial Forecasts

    NOK, SEK, JPY and AUD are lower than is likey to be sustained. As inflation rises and is sustained, central banks will switch to tightening policy, despite modest growth. As this moves into view, a major re-pricing of bonds will take place. download »