Swiss Equity Investments

Swiss equities continued to rise in May 2026 despite geopolitical risks. The report highlights robust performance in AI-related tech stocks while revising Swiss economic growth forecasts downwards.

Key Takeaways

• 1.The Swiss equity market continued its positive performance in May 2026, with the SPI gaining +3.3% and +5.2% YTD, though lagging behind the MSCI World (+4.5% in May).
• 2.Geopolitical tensions and rising energy prices are impacting industrial earnings, while AI-linked technology stocks remain a core performance driver.
• 3.Swiss GDP growth forecasts for 2026 and 2027 were reduced by 0.3 percentage points each, signaling that the economic recovery has passed its peak.

Table of Contents

• Foreword & highlights
• Equity market
• Industries
• ZKB High Convictions
• Top dividend yields
• Investment styles and sectors
• Quantitative analysis
• Financial market outlook
• Swiss economy
• Companies' publication dates
• Earnings and rating revisions

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