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MI

Research

Understand markets. Place developments in context.

Research prepares mandate decisions. It is not a publishing machine and not a recommendation to buy individual securities.

Figures and paths below are illustrative. They are not current market data of MI Invest AG.

Illustrative path — risk assets vs defensive building blocksIllustrativ

Illustrativ. Keine reale Wertentwicklung, keine Anlageempfehlung.

Illustrative impulsesIllustrativ
US equities
+7.2
Europe
+5.4
Switzerland
+3.8
EM credit
+4.6
CHF rates
+0.9
EUR/CHF
-1.4

Illustrativ. Keine reale Wertentwicklung, keine Anlageempfehlung.

Themes

Investment themes

Quality and balance sheets

Discussed internally as a frame for judgement — not as a product line.

Duration taken deliberately

Discussed internally as a frame for judgement — not as a product line.

Private markets, selectively

Discussed internally as a frame for judgement — not as a product line.

Switzerland as currency, the world as universe

Discussed internally as a frame for judgement — not as a product line.

Let us discuss your objectives.

An initial conversation clarifies circumstances, time horizon and expectations — without obligation.

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