Weekly Regional View Swiss

The report highlights market resilience in the first half of 2026 and suggests that while volatility will persist due to geopolitical and political factors, it remains a cost of long-term opportunity. Investors are encouraged to navigate with foresight rather than attempting to avoid every market disruption.

Key Takeaways

• 1.Markets have remained resilient despite geopolitical tensions and energy price shocks in the first half of 2026.
• 2.Volatility is expected to persist in the second half of 2026 due to potential triggers like the US midterm elections and geopolitical instability.
• 3.Central banks remain the primary market drivers; the market currently appears to overestimate inflation risks, making lower interest rates a potential positive catalyst.

Table of Contents

• Volatility as the price of longer-term return opportunities
• Global asset class preferences definitions
• Appendix
• Risk Information
• Generic investment research – Risk information:
• Important Information About Sustainable Investing Strategies:
• External Asset Managers / External Financial Consultants:
• USA:

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