We are pleased to share the latest financial forecasts from July 9, 2025. In a time when political frameworks and economic indicators are changing dynamically, it is more important than ever to have a clear direction. We hope you find this update insightful and valuable.
🏛️ Taxes & Politics: Swiss Federal Councillors Set New Priorities
Recent sessions of the Federal Councillors have set significant fiscal and economic milestones that could have far-reaching impacts on the Swiss landscape.
Important Decisions: Parliament has taken several crucial steps regarding tax policy and economic conditions. These decisions aim to maintain Switzerland's competitiveness despite international pressures, such as the ongoing implementation of OECD minimum tax guidelines.
Long-term Planning:Discussions about the federal budget and the financing of the 13th AHV (Old Age and Survivors Insurance) pension payment clarify that stability is not a given – it is the result of active, strategic political management.
📉 Capital Markets: Review & Status Quo
The first half of 2025 has once again proven that Switzerland is abulwark of stability. While global markets experienced significant volatility, the Swiss market held firm with a defensive yet solid performance.
Stable, but defensive:Thanks to the persistently low inflation and the internal strength of the Swiss franc, domestic portfolios were able to cushion many external shocks.
Currency focus:We are closely monitoring currency risks - particularly the US dollar - as they are increasingly coming into focus for internationally oriented investors.
🔮 Outlook: The second half of 2025
The path for the rest of 2025 remains paved withuncertainty. Geopolitical tensions and moderate global economic dynamics require a high level of vigilance.
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💡 Our recommendation: Diversify risks, secure opportunities
What does an optimal investment strategy look like for this summer? We stick to the core strategy we established at the beginning of the year:
Diversification is non-negotiable:Don't put all your eggs in one basket.
Quality matters:Focus on high-quality stocks with strong dividend yields.
Protection through bonds:In times of market weakness, bonds continue to serve as an important protective buffer.
Real assets & gold:We continue to recommend gold and liquid alternatives as a tactical addition to hedge against inflation and currency movements.
With its economic solidity and strong currency, Switzerland remains the stabilizing anchor of our portfolio strategy.
Are you looking for more strategic guidance? See more
Do you have questions about your personal financial planning or the implications of the latest legislative decisions?
Frequently Asked Questions (FAQ)
The recent meetings focused on two main pillars: adjusting tax policy to maintain Switzerland's international competitiveness (particularly regarding OECD standards) and ensuring the long-term financing of social insurances, such as the 13th AHV pension. These decisions are crucial for the stability of businesses and private retirement provision in the period 2026–2028.
While the Swiss market remains stable, global uncertainty and geopolitical tensions are high. A defensive approach - focusing on high-quality dividend stocks and the stability of the Swiss franc - acts as a buffer. It is about securing the "floor" of your portfolio so that you can take advantage of growth opportunities without being overly exposed to sudden market shocks.
As the US dollar comes into sharper focus, we recommend a tactical approach to currency management. This includes diversifying into assets denominated in Swiss francs and considering "safe haven" additions like gold. By balancing your currency risks, you protect your purchasing power from potential fluctuations in the global foreign exchange markets.
