GAM Investments’ Post

In the face of geopolitical uncertainty, could Swiss stocks be a safe haven for equity investors? With Germany now opening the stimulus taps, its Alpine neighbour could be a major beneficiary. Swiss companies are also major investors in the US – backed by strategic ties and massive R&D spend – potentially reducing tariff risks. For investors seeking diversification, Swiss equities have tended to have relatively low correlation to their global peers over the last five years. And the Swiss market already looks cheap compared to US equities on several metrics, even before the currency tailwind of a softer Swiss franc against the US dollar and euro boosting exports. On the resilience of Swiss companies in 2025’s uncertain geopolitical environment, GAM Investments’ Thomas Funk comments, "We focus on strong, well-managed companies that have been operating in a difficult environment in recent years. Swiss companies maintain large international production networks, including Novartis, Roche, Lonza, Bachem, and many other Swiss industrial companies." Find out more about the potential of Swiss equities: https://lnkd.in/eUHFWQ-P Marketing Communication | Capital at Risk #GAMInvestments #SwissEquities #Investing #AssetManagement