Rediscover returns

Dividend Investing

“Evergreens” with defensive features, dividend stocks have been less of a focus for investors given major indices’ record rallies in recent years. The tide turned when central banks hiked their interest rates.

‎In the current dynamic interest rate environment, dividends represent an opportunity to supplement price gains (or losses) with a more predictable inflow of cash. In addition, companies that pay regular dividends usually have more stable income. They can help cushion potential losses—even in a bear market. To learn more, read our article “What exactly is a dividend—and what should investors look out for?”.

Despite the generally robust characteristics of dividend-paying companies, they are also subject to price fluctuations. This offers experienced investors the additional opportunity to convert price expectations into regular payouts - for example through equity derivatives. As an investment firm with decades of experience in the field of derivatives, we have made this opportunity investable for you. Let our experts show you how dividend payouts and price movements can be used in combination as a potential source of return.

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Income Investing

Low base rates influenced income from many bonds for a long time. Investors looking for attractive returns had to leave the safe haven of government bonds or accept the risk of long maturities. The base rate hikes have changed the course of the bond market.

Government bonds, in particular, are once again offering more attractive risk-return ratios. If you have them in your portfolio, however, you can do more than just lock in today’s (high) returns for many years to come. It’s quite possible that these bonds will become more sought-after once central banks cut their interest rates. In this case, prices would also rise—and bondholders may additionally benefit from the price gain. 

Leave the boundaries of asset classes behind you

If you have clear market expectations, you can turn even sideways and negative trends into opportunities. This is because bonds can also function as a great basis (underlying) for further investment solutions which can be tailored to your personal needs. Get in touch to talk to us about this option; this is something that we offer in addition to funds or direct investments. In turn, we can show you the opportunities and risks for you personally and respond to your needs and risk appetite.

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Quality Investing

If you recently reached for the stars, enthralled by AI-driven tech stocks, you were probably more focused on growth titles. Quality stocks were a less-preferred investment style. Now that central bank interest rate hikes are having an impact, the tide could be turning.‎

When economic growth slows, the protective features of these often large and stable companies become more attractive again. These so called quality companies are generally characterized by the fact that they have the financial strength to make long-term investments, while stable business development over time is beneficial for profitability. As a result, short to medium-term trends have less of an impact on their valuation, which gives a portfolio a certain degree of resilience. Many quality stocks can often be found in Switzerland and in the US.

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