| Publications > Archived Publications
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| 2017 | Market commentary Monthly reporting about the current stock market situation in «Finanz und Wirtschaft». 15 November 2017 
This year’s trend12 July 2017
Financial securities10 May 2017
Too expensive? No8 March 2017
Remain invested |
| March 2017 |
New addition to the Bern team Ruth Fischer has been a new Senior Partner at Helvetic Trust AG in Bern since March 2017. We welcome Mrs Fischer most warmly to Helvetic Trust and are looking forward to a successful cooperation. |
| January 2017 |
New Senior Partner in Zurich Mr Markus Hollmen became a member of our team as Senior Partner at the beginning of the year 2017. We warmly welcome Mr Hollmén to the circle of our owner-managed company. |
| January 2017 |
New arrival at Zurich head office Piotr Kulikowski joined our team as Senior Partner at the beginning of 2017. It gives us great pleasure to welcome Mr Kulikowski into our ranks. |
| 2016 | Market commentary Monthly reporting about the current stock market situation in «Finanz und Wirtschaft». 19 October 2016
Year end17 August 2016
Election year13 April 2016
Topping up |
| May 2016 |
New addition to the Zurich team Yves Mehmann has been a new Senior Partner at Helvetic Trust AG in Zurich since May 2016. We welcome Yves Mehmann most warmly to Helvetic Trust and are looking forward to a successful cooperation. |
| 2015 | Market commentary Monthly reporting about the current stock market situation in «Finanz und Wirtschaft». 2 December 2015
Equities, equities!30 September 2015
Year-end-rally20 May 2015
Buy in May18 March 2015
Positive until autumn |
| September 2015 |
New arrival at Zurich head office Ms Virginia Neumayr joined our team as Senior Partner at the beginning of September 2015. It gives us great pleasure to welcome Ms Neumayr into our ranks. |
| July 2015 |
New Senior Partner Marina Vujevic was appointed senior partner in July 2015. She has been working for a considerable period at Helvetic Trust in Zurich and shares responsibility for the performance of the Abalone Dynamic Trend Allocation Fund. We warmly welcome Marina Vujevic to the circle of our owner-managed company. |
| July 2015 |
New addition to the Zurich team Wolfgang Bussmann has been a new Senior Partner at Helvetic Trust AG in Zurich since at the beginning of July 2015. We welcome Wolfgang Bussmann most warmly to Helvetic Trust and are looking forward to a successful cooperation. |
| April 2015 |
«Emphasising Swissness and independence» Portrait of Helvetic Trust in
Finanz und Wirtschaft dated 25 April 2015.
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| March 2015 |
«The best money managers» Helvetic Trust among the top performers in international performance benchmark for the fifth time in a row. Learn how our
long-term strategy for success
works. |
| 2014 | Market commentary Monthly reporting about the current stock market situation in «Finanz und Wirtschaft». 5 November 2014
USA3 September 2014
Sideways market7 May 2014
Summer top?5 March 2014
Seizing opportunities |
| August 2014 |
«Clearly overweight in US shares» Interview with Kay Fischer in
NZZ am Sonntag
on August 17th 2014.
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| May 2014 |
«Upward surge in late summer» Interview with Kay Fischer in
Handelszeitung
on May 22nd 2014.
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| March 2014 |
Top place for the fourth time Helvetic Trust ranks high in an
international comparison of performance |
| January 2014 |
New addition to the Zurich team Nicandro Barile has been a new Senior Partner at Helvetic Trust AG in Zurich since at the beginning of January 2014. We welcome Nicandro Barile most warmly to Helvetic Trust and are looking forward to a stimulating and successful cooperation. |
| 2013 | Market commentary Monthly reporting about the current stock market situation in «Finanz und Wirtschaft». 18 December 2013
Sector selection17 October 2013
Idyllic world31 July 2013
Volatility12 June 2013
Stronger until autumn>10 April 2013
Shift
in favourites6 February 2013
Share
selection |
| July 2013 |
International ranking for Helvetic Trust Third successive top placing for Helvetic Trust in
independent performance ranking |
| June 2013 |
New addition to the Zurich team Stefan Unternährer has been a new Senior Partner at Helvetic Trust AG in Zurich since at the beginning of June 2013. We welcome Stefan Unternährer most warmly to Helvetic Trust and are looking forward to a stimulating and successful cooperation. |
| March 2013 |
Helvetic Trust in an international comparison Awarded top marks once again in
independent
performance ranking.
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| 2012 | Market commentary Monthly reporting about the current stock market situation in «Finanz und Wirtschaft». 21 November 2012
Investment Strategy19 September 2012
Liquidity boom18 July 2012
Sector
Allocation16 May 2012
Sector
mix14 March 2012
Sector
favourites |
| December 2012 |
Outlook for capital markets in 2013 Our
assessments
to the market trend in the year 2013. |
| June 2012 | «Outperformance thanks to
active sector management»
Column by Kay
Fischer on finance.ch
on June 8th 2012. |
| May 2012 | New recruit for the Zurich
Headquarters Frank Hoppach has been a new Senior Partner at Helvetic Trust AG in Zurich since at the beginning of May 2012. We welcome Frank Hoppach most warmly to Helvetic Trust and are looking forward to a stimulating and successful cooperation. |
| 2011 | Market commentary Monthly reporting about the current stock market situation in «Finanz und Wirtschaft». 12 November 2011
Energy
stocks14 September 2011
Global equities13 July 2011
Sector rotation14 May 2011
Global equities12 March 2011
Strategy15 January 2011
Equities |
| December 2011 | «It is now that the really
crucial decisions are being taken» In an age in which jobs are above all being cut, some operators are bucking the trend and expanding. For example the Zurich-based asset management company Helvetic Trust.
News
by «finews.ch» on December 12th 2011. |
| October 2011 | «Physical gold is a matter
of trust»
Expert
column by Kaspar
Grob on stocks.ch, October 20th 2011. |
| September 2011 | «Helvetic Trust ignites next
rocket stage» Ten years Helvetic Trust – expanding Board of Directors and Management Board.
News
by «finews.ch» on September 5th 2011. |
| May 2011 | The future of
actively-managed funds Statement made by Kaspar Grob in
fondstrends.ch on 18 May 2011. |
| April 2011 | Trend allocation:
the long-term outlook for investors is positive. Expert Column by Kaspar Grob on
stocks.ch, April 8th 2011. |
| 2010 |
Market commentary Monthly reporting about the current stock market situation in «Finanz und Wirtschaft». 1 December 2010
Year-End
Rally17 November 2010
Year-end
optimism15 September 2010
Global
Equities1 September 2010
Trend
Allocation7 July 2010
Global
Equities 19 June 2010
Global
Equities 19 May 2010
Strategy
17 April 2010
Positioning17 March 2010
Strategy13 January 2010
Mining
Stocks |
| December 2010 | Our investment
philosophy is not dependent on the performance on any particular day.
Interview
with Kaspar
Grob by «finews.ch» on December 15th 2010. |
| September 2010 | Where tomorrow's
music is playing for investors Managing Senior Partner Kaspar Grob in
Handelszeitung/The
Wall Street Journal on September 29th 2010. |
| March 2010 | «A massive opportunity
for asset managers.» Interview with Kaspar Grob by the online platform
finews.ch
(Switzerland) 29 March 2010. |
| February 2010 | The focus is on
the emerging markets in 2010 President of the Board of Directors and delegate of Helvetic Trust AG Kaspar Grob in
Handelszeitung/The
Wall Street Journal on February 17th 2010. |
| October 2009 | Bank on global
megatrends Senior Partner Kaspar Grob justifies in
«Stocks»
dated 9 October 2009, why a global view of long-term trends
is increasingly important. |
| July 2009 | Megatrends Our opinions on the stock market situation, published in
Finanz
und Wirtschaft (Switzerland, English and German) on July
11th 2009. |
| July 2009 | The Right Hands Read what Helvetic Trust Senior Partner Meret Wiedenkeller says in the
Business
Guide Magazin issue July 2009 about successful asset managers
and the guidelines for proper due diligence when choosing an asset
manager. |
| July 2009 | Trend allocation
identifies exciting megatrends Senior Partner Kaspar Grob in
Handelszeitung/The
Wall Street Journal on July 8th 2009. |
| February 2009 | In our view, every
product has to be sustainable Corporate
Interview
Mr Kaspar
Grob, February 12th 2009. |
| January 2009 | Outlook 2009 What was 2008 like – and which trends do we see for the markets in 2009?
Our
assessment of the forthcoming year on the stock markets. |
| August 2008 | Investments into
Gold Why our senior partner Domenic Parli recommends investments into gold. Article in the Swiss
Handelszeitung
(available in German only). |
| January 2008 | Outlook 2008 What was 2007 like – and which trends do we see for the markets in 2008?
Our
assessment of the forthcoming year on the stock markets. |
| May 2006 | Available in German only Wo stehen wir in der langfristigen Rohstoff-Hausse? Immer öfters werden wir auf die Entwicklung von Gold, Energie und andere Rohstoffe angesprochen. Diese Situation hat uns dazu veranlasst, einen
Wegweiser
im «Dschungel der Gefühle» aus unserer Sicht zu verfassen. |
| January 2006 | Review 2005 –
Outlook 2006
Our
assessment of the forthcoming year on the stock markets. |
| December 2005 | Available in French only |
| October 2005 | Available in German
only Helvetic Trust Greater China Fund Die Eidgenössische Bankenkommission (EBK) hat uns mit Schreiben vom 4. Oktober 2005 die Bewilligung zum öffentlichen Vertrieb des «Helvetic Trust Greater China Fund» in der Schweiz erteilt. |
| August 2005 | Available in German only Liechtensteiner Vaterland Lesen Sie, was das
Liechtensteiner
Vaterland am 20. August 2005 über den «Helvetic Trust Greater
China Fund» geschrieben hat. |
| July 2005 | Available in German only Halbjahresbericht 2005 mit Ausblick zweites Semester
So
war das erste Semester – und so sehen wir die nächsten sechs Monate. |
| December 2004 | Available in German only Review 2004 – Outlook 2005
Was
war 2004 – was erwarten wir für 2005? |
| January 2003 | Available in German only NZZ am Sonntag Lesen Sie, was die
NZZ
am Sonntag vom 19. Januar 2003 über uns geschrieben hat. |
| Publications Dr. Georges Bindschedler  |
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