Press

Europe’s Stock Markets in a Global Comparison: Which Sectors Offer the Best Returns?

Jean-Christophe Rochat, our CIO, shares his expertise on Europe's competitiveness with the United States and China in the latest issue of Payoff Magazine.

Europe is at a strategic turning point. In an exclusive interview with Payoff Magazine, Jean-Christophe Rochat analyses the challenges and opportunities facing Europe's stock markets. He stresses the need for greater investment in innovation, lower energy costs and greater cooperation between Member States to boost competitiveness against the United States and China.

What are the sectors to watch? While the technology sector continues to be the driving force, other industries such as renewable energies, manufacturing and finance are also showing promise. Despite geopolitical uncertainty, Europe offers attractive investment opportunities, with a more attractive valuation than the US markets.

👉 Read the full article (in German) published in Payoff Magazine on 06.02.2025.

February 06, 2025

Press

The shadow of SCOTUS

Beyond the publicity stunts, it is now before the Supreme Court that a key part of the US economic strategy is being played out.

November 28, 2025

Press

US Debt: Understanding the Economic Levers

Our Chief Investment Officer, Jean-Christophe Rochat, examines for Allnews the strategies the United States employs to manage its historic debt and their impact on global markets.

October 01, 2025

Press

Nvidia: Between Undisputed Dominance and Rising Competition

Nvidia remains the leader in the AI-driven semiconductor market, despite increasingly organized competition.

September 04, 2025