Bergos Now

Dr. Thomas Kellein passed away on 22 September 2025. We share this January 2024 episode in loving memory of a brilliant thinker, close friend, and esteemed colleague, whose passion for art shaped his life, his career, and his words. DISCLAIMER This publication is for information- and marketing purposes only. The provided information is not legally binding and neither constitutes a financial analys...

In dankbarer Erinnerung an Dr. Thomas Kellein, der am 22. September 2025 verstorben ist, teilen wir diese Episode vom Januar 2024. Er war ein brillanter Denker, enger Freund und geschätzter Kollege, dessen Leidenschaft für Kunst sein Leben, seine Karriere und seine Worte prägte. DISCLAIMER Diese Publikation dient ausschliesslich Informations- und Marketingzwecken. Die bereitgestellten Informatione...

This week, we speak with Florian Rubli, CFA (Equity Portfolio Manager), and Anita Colic (Equity Analyst) about the datacenter market – the digital backbone of AI, cloud, and global connectivity. We break down growth drivers, hyperscaler capex strategies, geopolitical forces, and the race for efficiency in power and cooling technologies. DISCLAIMER This publication is for information- and marketing...

This week, Dr Jörn Quitzau (Bergos Chief Economist) speaks with Dr Hans-Dieter Holtzmann (Friedrich Naumann Foundation for Freedom) about Argentina’s development under President Javier Milei. DISCLAIMER This publication is for information- and marketing purposes only. The provided information is not legally binding and neither constitutes a financial analysis, nor an offer for investment-transacti...

In this inspiring episode, we are joined by Pia Eggimann (Positive Leadership Coach and Founder of Positive Coaching), to explore how presence, curiosity, and imagination reshape leadership. Drawing on lessons from improv theater, we discuss navigating uncertainty with confidence, embracing failure as strength, and leading with trust, positivity, and co-creation. Positive Coaching and Leadership (...

In this inspiring episode, we are joined by Vera Claas (Managing Director of nxtAssets GmbH), to discuss the opportunities and challenges of Bitcoin, Ethereum, and stablecoins, the origins and value of cryptocurrencies, and secure ways into crypto investing. DISCLAIMER This publication is for information- and marketing purposes only. The provided information is not legally binding and neither cons...

In dieser inspirierenden Episode sprechen wir mit Vera Claas (Geschäftsführerin der nxtAssets GmbH) über die Chancen und Herausforderungen von Bitcoin, Ethereum und Stablecoins, den Ursprung und Wert von Kryptowährungen sowie sichere Wege ins Krypto-Investing. DISCLAIMER Diese Publikation dient ausschliesslich Informations- und Marketingzwecken. Die bereitgestellten Informationen sind nicht rechts...

This week, we speak with Dr Jörn Quitzau (Chief Economist at Bergos) about the US president's recurring attacks on the Federal Reserve. DISCLAIMER This publication is for information- and marketing purposes only. The provided information is not legally binding and neither constitutes a financial analysis, nor an offer for investment-transactions or an investment advice and does not substitute...

Diese Woche sprechen wir mit Dr. Jörn Quitzau (Chefökonom bei Bergos) über die wiederkehrenden Attacken des US-Präsidenten auf die Notenbank Fed. DISCLAIMER Diese Publikation dient ausschliesslich Informations- und Marketingzwecken. Die bereitgestellten Informationen sind nicht rechtsverbindlich und stellen weder Finanzanalysen, noch ein Angebot für Investmenttransaktionen oder eine Anlageberatung...

In this inspiring episode, we are joined by Dr Mélanie Huser - former emergency care doctor, Founding Partner of VORA, Conflict Mediator & Executive Coach - to explore how emotional literacy can transform leadership in times of change and crisis.   Learn more about Vora and get in touch with Dr Mélanie Huser: www.vora.ch DISCLAIMER This publication is for information- and marketing purposes on...

This week, we talk to Florian Rubli, CFA (Equity Portfolio Manager), and Anita Colic (Equity Portfolio Manager), and break down the strong Q2 earnings season, with over 80% of S&P 500 companies beating expectations. We explore sector highlights, from booming financials to pressured consumer discretionary, and dive into Big Tech’s AI-driven growth. Microsoft, Amazon, Google, and Meta are spendi...

This week, we speak with Monty Stoller (Head Financial Intermediaries) about the role of the Financial Intermediaries business at Bergos and its potential. DISCLAIMER This publication is for information- and marketing purposes only. The provided information is not legally binding and neither constitutes a financial analysis, nor an offer for investment-transactions or an investment advice and does...

Diese Woche sprechen wir mit Monty Stoller (Leiter Finanzintermediäre) über die Rolle des Finanzintermediärgeschäft bei Bergos und dessen Potential. DISCLAIMER Diese Publikation dient ausschliesslich Informations- und Marketingzwecken. Die bereitgestellten Informationen sind nicht rechtsverbindlich und stellen weder Finanzanalysen, noch ein Angebot für Investmenttransaktionen oder eine Anlageberat...

This week, we speak with Frederik Carstensen (Equity Strategist) about the development of global equity markets in 2025: What has driven the markets in the first half of 2025? What opportunities and risks lie ahead for investors? DISCLAIMER This publication is for information- and marketing purposes only. The provided information is not legally binding and neither constitutes a financial analysis,...

Diese Woche sprechen wir mit Frederik Carstensen (Aktienstratege) über die Entwicklung der globalen Aktienmärkte in 2025: Was hat die Märkte in der ersten Jahreshälfte bewegt? Welche Chancen und Risiken bringen die kommenden Monate? DISCLAIMER Diese Publikation dient ausschliesslich Informations- und Marketingzwecken. Die bereitgestellten Informationen sind nicht rechtsverbindlich und stellen wede...

This week, we speak with Nico Luchsinger (Executive Director of Asia Society Switzerland) about Southeast Asia’s pivotal role in the strategic competition between the United States and China. Drawing on a recent study from Singapore that quantifies how countries in the region position themselves, we explore why the region may still be slowly drifting toward Beijing.   Mentioned study here:  Southe...

This week, Dr Jörn Quitzau (Bergos Chief Economist) speaks with Peter Rashish (Vice President and Director Geoeconomics Program) about US trade policy and the future of global trade. Guest: Peter S. Rashish, Vice President and Director of the Geoeconomics Program at the American-German Institute at Johns Hopkins University in Washington, D.C. DISCLAIMER This publication is for information- and mar...

Diese Woche sprechen wir mit Dr. Jörn Quitzau (Chefökonom) über mögliche wirtschaftliche Folgen der Eskalation im Israel-Iran-Konflikt und über die Geldpolitik der Schweizerischen Nationalbank. DISCLAIMER Diese Publikation dient ausschliesslich Informations- und Marketingzwecken. Die bereitgestellten Informationen sind nicht rechtsverbindlich und stellen weder Finanzanalysen, noch ein Angebot für...

This week, we speak with Dr Jörn Quitzau (Chief Economist) about possible economic consequences of the escalation in the Israel-Iran conflict and the Swiss National Bank's monetary policy. DISCLAIMER This publication is for information- and marketing purposes only. The provided information is not legally binding and neither constitutes a financial analysis, nor an offer for investment-transact...

This week, Marie-Kathrin Krimphoff (Bergos Art Consult) joins us in Basel to share some insights from the Art Basel fair. DISCLAIMER This publication is for information- and marketing purposes only. The provided information is not legally binding and neither constitutes a financial analysis, nor an offer for investment-transactions or an investment advice and does not substitute any legal, tax or...

This week, we speak with Dr Mickey Levy (Macro Economist and former Chief Economist at Bank of America) about the political and economic situation in the USA. Dr Mickey Levy started his career conducting research at the Congressional Budget Office and American Enterprise Institute, and for many years was Chief Economist at Bank of America, followed by Berenberg Capital Markets. He is a long-standi...

In this episode, we speak with Max Meister (Entrepreneur & Venture Capitalist) about the critical role of the team in successful startups. What sets strong teams apart from the rest? What do investors actually look for – and what should they focus on? DISCLAIMER This publication is for information- and marketing purposes only. The provided information is not legally binding and neither constit...

In dieser Folge sprechen wir mit Max Meister (Unternehmer & Venture Capitalist) über die zentrale Rolle des Teams für den Erfolg von Start-ups. Was unterscheidet starke Gründerteams vom Rest? Worauf achten Investoren wirklich – und worauf sollten sie den Fokus legen? DISCLAIMER Diese Publikation dient ausschliesslich Informations- und Marketingzwecken. Die bereitgestellten Informationen sind n...

This week, we speak with Naila Malemusa (Chief of Staff) and Nolwenn Deparpe (Team Strategic Transformation) about the publication of our latest ESG Briefing, highlighting our ongoing commitments to society, the environment and our employees, and discussing our targets for the year ahead. DISCLAIMER This publication is for information- and marketing purposes only. The provided information is not l...

This week, we speak with Dr Jörn Quitzau (Chief Economist) about the decision by rating agency Moody's to withdraw the USA's triple A rating. DISCLAIMER This publication is for information- and marketing purposes only. The provided information is not legally binding and neither constitutes a financial analysis, nor an offer for investment-transactions or an investment advice and does not substitut...