Matthias Geissbühler, Chief Investment Officer

Our viewpoint

At Notenstein La Roche, we take a critical view of simplistic forecasts. Instead, we attach importance to in-depth analysis and personal dialogue with our clients.

Publications
Compass October 2017

At a junction: The Chinese economic powerhouse faces enormous challenges.
Making a pit stop: The emerging markets need to consolidate after the surge in share prices.
In the overtaking lane: India is working hard to dislodge China from its pole position.

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Compass July 2017

Cryptocurrencies: Digital currencies between skyrocketing and plummeting.
Monetary policy: Is the end of cheap money in sight?
Technology: How internet titans are increasing their power, and how we are helping them do that.

Compass April 2017

Currency manipulation: Will Switzerland show up on the US authorities’ radar?
Markets: What can we expect from Europe’s election-packed summer?
Healthcare sector: Caught between potential and cost pressures.

Diverse, successful, Swiss

In spite of the strong Swiss franc and low interest rates, small and medium-sized enterprises are the lifeblood of the Swiss economy. This specialist publication examines how SMEs contribute to the diversity and stability of the Swiss economy.

Compass January 2017

Brexit and Trump were the two big political surprises of 2016. The real consequences of these events will not become clear for many months or even years. A series of landmark elections and votes are due again this year, which will give financial markets plenty of food for thought.

Compass December 2016

The topic that dominated the headlines this autumn was the US elections and their surprising outcome. The focus is now turning back to monetary policy and companies’ fundamentals.

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