Weekly Regional View Swiss

The Swiss economy is performing better than anticipated, supported by a robust services and industrial sector. UBS maintains a constructive outlook for the second half of 2026, advising investors to maintain exposure to risk assets while focusing on diversification.

Key Takeaways

• 1.The Swiss economy is performing better than expected, with a constructive outlook for the second half of 2026.
• 2.The Swiss National Bank (SNB) is likely to keep policy rates unchanged at 0% in the coming months due to low inflation and below-average capacity utilization.
• 3.The investment outlook for risk assets remains positive, though investors are advised to utilize diversification and capital preservation strategies to navigate ongoing turbulence.

Table of Contents

• The Swiss economy defies the crisis
• Global asset class preferences definitions
• Appendix
• Risk Information

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