Advances in artificial intelligence are driving demand for high-performance data centres. Suppliers such as ABB, Schneider Electric and Siemens could benefit from this trend.

European insurers have outperformed the stock market year-to-date. Due to their stable business model, they are considered to be reliable dividend payers, making their shares an ideal underlying for yield enhancement products.

German mid caps are in demand. However, there are considerable performance differences among MDax members since the beginning of the year.

The IPO of Holcim's North American business is on track and is expected to take place in June. Meanwhile, industrial companies ABB and OC Oerlikon are also offloading business dividisions to sharpen their profiles.

Wall Street has recovered from the losses triggered in early April by the turmoil surrounding US tariff policy. However, some technology giants are still trading well below the levels they reached before the market correction.

Global equity markets have started the year at different speeds. Barrier reverse convertibles on the SMI, EuroStoxx 50 and S&P 500 offer diversification across regions and sectors.

Global financial markets have calmed down somewhat this week and the Swiss equity index SMI is on track for a weekly gain. However, the impact of the recent market turmoil on individual stocks varies considerably.

The import tariffs imposed by US President Donald Trump have led to a global slump in share prices. Swiss companies that do little business in the US are less likely to feel the immediate impact of the tariff hikes.

Bakery company Aryzta has been working on its turnaround strategy for some time. Now its efforts seem to be bearing fruit. Meanwhile, Kuehne + Nagel and Temenos have not yet been able to build on their previous successes.

The turbocharger specialist for the marine industry looks back on a successful year. Nevertheless, the shares are currently underperforming the Swiss stock market.