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Shaping the Future Together: New Momentum, a Strong Team, Clear Goals The world of work is evolving at an unprecedented pace. Digital transformation, rising expectations around quality and efficiency, and the ongoing shortage of skilled professionals are reshaping how...

Hype or True Value for Investors? Artificial Intelligence (AI) has become the defining buzzword of our time. From healthcare to logistics, from customer service to asset management, AI is promoted as a force that will change everything. For high-net-worth individuals...

Full Sail Ahead – Navigating with Confidence from Our New Home At Baltrag AG, we have recently set a new course – not only geographically, but also in spirit. After more than two decades at our previous location, we are proud to now welcome clients and partners in our...

Private Markets in Switzerland - Trend or True Diversification? In a world of persistent macro uncertainty and volatile public markets, investors are increasingly looking beyond traditional asset classes. One area receiving growing attention is Private Markets –...

A Safe Haven for Global Wealth in Uncertain Times As the global order evolves, marked by rising geopolitical tensions, shifting alliances, and increasing economic nationalism, High-Net-Worth Individuals (HNWIs) are rethinking where and how they preserve and grow their...

In the current global landscape, marked by economic fluctuations and geopolitical tensions, investors are navigating a complex environment. Recent events, such as the U.S. stock market's significant declines, have prompted investors to seek opportunities in other...

A Swiss Perspective on the Impact of Two Mega Events Switzerland is known for its precision, innovation, and beauty, but it’s also a country that celebrates culture, sport, and the connections they foster. Two major events, the Eurovision Song Contest and the UEFA...

The Swiss Three-Pillar System: An Overview The Swiss pension system is based on three pillars, designed to provide comprehensive financial security in your retirement: First Pillar: State Pension (AHV/IV) Goal: To ensure a basic standard of living. Funding:...

The Basel Autumn Fair (Basler Herbstmesse), taking place this year from October 26, 2024 - November 10, 2024, is an iconic event that has captured the hearts of both locals and international visitors for centuries. With its vibrant array of carousels, thrilling rides,...

New trend Instant payment is the latest trend in payment methods, designed for those who crave speed and convenience. With Instant Pay, transactions are processed in real time, meaning your payment ist sent or received almost instantly. Whether your are splitting the...

Riding the waves In the world of finance, volatility is like the weather - always present, often unpredictable, and sometimes extreme. As independent wealth managers, we are constantly faced with the question: Should we try to surf these waves of market fluctuations,...

The concept of a "summer break" in equity markets refers to a seasonal pattern rather than an official halt in trading. Stock markets observe public holidays only. Sesaonal trends and market behavior Lower trading volumes: During the summer months, particularly from...

Baltrags Global Economic outlook for the second half 2024 The global economic outlook shows signs of recovery, bolstered by easing inflation, better supply conditions, and robust labor markets in advanced economies. These factors have led to real income gain,...

In investment advisory, a professional provides you with advice, information and recommendations regarding various investment products. You retain full control over your porftolio and make all decisions regarding your investments. The advisor assists you in selecting...

Following a slowdown in 2023, inflation has started to increase again at the beginning of 2024 in many economies.

Thankfully, the global recession everyone expected in 2023 never really materialized, except for some parts of the world where we see a mild and more technical recession (e.g. European Monetary Union). Looking into 2024, we expect that the U.S. economy is likely to...

At the beginning of the year 2023, Baltrag AG was thrilled to receive its approval as a licensed Swiss asset manager from FINMA (Swiss Financial Market Supervisory Authority). This esteemed license was by far not granted to every asset manager. Only asset managers in...