In the past, European luxury goods companies were among the stock market favourites. This year has been different.

US retailers had a strong start to the holiday shopping season. However, it is unclear whether the momentum will continue in the coming weeks.

The shares of the Swiss luxury goods group have lost some of their lustre in recent months. The dry spell is not over yet, but the price correction also opens up opportunities.

Apple's Vision Pro headset is set to shake up the reality technology market. The initial buzz has died down, so now seems a good time to take a closer look at the potential beneficiaries of this new product category.

Thanks to technological advances, medical insight into the human body is becoming increasingly precise, facilitating the early diagnosis of diseases. Endoscopes and diagnostic test systems make a significant contribution to this progress. The industry is characterised by a high rate of innovation, developing products that help to treat patients quickly and gently. The pace of innovation is likely to remain above average in the future.

The Swiss stock market heavyweights Nestlé, Novartis and Roche together account for half of the weightings of the Swiss Market Index. The relative stability of these stocks makes them popular underlyings for defensive yield enhancement products.

Ongoing industrialization and population growth are resulting in continuously increasing demand for natural resources. A large proportion of the goods we manufacture still wind up in landfill sites or incinerators after use. In product manufacturing, the closing of the material flow cycle is of central importance. Natural resources can be divided into renewables and non-renewables. From a sustainability perspective, the increased use of renewable resources should be favored

2023 has not been a veray exciting year on the Swiss stock market so far. The SMI® is up a good 3.5% (ytd), while the Swiss Performance Index®, which includes most of the remaining Swiss stocks in addition to the heavyweights from the leading index, is up about 6%. However, not all constituents of these indices can show positive performance. The shares of large corporations such as Roche and Zurich, as well as those of smaller companies, are trading below their prices at the beginning of the year. Nevertheless - or maybe because of this - favorable opportunities are emerging.