Les solides fondamentaux de la Suisse résistent aux tensions mondiales
Solid Swiss foundations stand up to global strains
Samy Chaar
Chief Economist and CIO Switzerland
Bill Papadakis
Senior Macro Strategist
key takeaways.
- Swiss economic growth has rebounded, led by manufacturing and exports, and we have raised our 2026 and 2027 forecasts
- We see scope for Switzerland to raise productive investment to support domestic demand and long-term growth prospects
- Contained inflation means we see little reason for the Swiss National Bank to raise policy rates, and we expect limited Swiss franc weakening ahead
- We remain neutral on Swiss sovereign bonds, preferring 5-to-7-year maturities, and on Swiss stocks. On the latter we highlight selective exposures, including innovative firms with attractive dividends.
We look at Switzerland’s improved growth outlook, with low inflation, lower US tariffs, and resilient exporters, and what it means for Swiss markets and…
Low inflation and healthy public finances
Selective exposure in Swiss stocks
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The broadening of Swiss stocks’ appeal
Scope to raise investment
CIO Office Viewpoint
important information
This is a marketing communication issued by Bank Lombard Odier & Co Ltd (hereinafter “Lombard Odier”).
It is not intended for distribution, publication, or use in any jurisdiction where such distribution, publication, or use would be unlawful, nor is it aimed at any person or entity to whom it would be unlawful to address such a marketing communication.
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