Givaudan continues to thrive, benefiting from its strong fine fragrances business. This development is also reflected in the share price of the company. However, not all chemical manufacturers are equally successful, as a look at Sika and Clariant shows.
Expectations are high for the US tech giants' quarterly results. However, the stock market's enthusiasm for artificial intelligence has cooled in recent months.
The Swiss equity market performed quite well in the first three quarters of the year. Now, financial markets are heading for an eventful final quarter.
The slowdown in Chinese demand is weighing on the European car industry. At the same time, established manufacturers are having to fend off growing competition from China. The difficulties are reflected in the performance of European car stocks.
Thematic investment and regional diversification: ZKB launches three tracker certificates on equity indices.
Global dividend payments are expected to reach a record high in 2024. Contributing to this growth are Alphabet and Meta Platforms, which paid dividends in the second quarter for the first time in their history. The ZKB Tracker Certificate on a global dividend basket offers investors easy access to the investment theme.
As investors have been rotating out of technology stocks in recent weeks, previously neglected sectors have caught up. Among the winners are consumer staples stocks.
Since October 2023, Sandoz is trading independently of its former parent company Novartis on the Swiss stock exchange. A year earlier, ABB spun off its turbocharger division Accelleron. Both spin-offs have become stock market darlings. Alcon's start as an independent company has been a little more difficult, but it is showing signs of a turnaround this year.
Swiss real estate funds have experienced turbulent times over the past two years. However, the market environment has recently improved, and the asset class has stabilised, creating opportunities for investors.
Demand for dairy alternatives has risen sharply in recent years. However, Swedish oat milk producer Oatly, which made a brilliant stock market debut in 2021, has so far been unable to capitalise on this. Meanwhile, traditional dairy companies such as Danone and Emmi are trying to position themselves in the market for plant-based milk alternatives.
| ZKB Barrier Reverse Convertible on worst of Alibaba Group Holding Ltd/Baidu Inc/XPeng Inc 149282992 / CH1492829929 |
| ZKB EQ Discount-Zertifikat auf Bechtle Aktiengesellschaft 144652516 / CH1446525169 |
| ZKB Callable Barrier Reverse Convertible auf ON Holding AG 147482270 / CH1474822702 |
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