Bergos Now

Diese Woche sprechen wir mit Dr. Jörn Quitzau (Chefökonom) über die Entscheidung der Ratingagentur Moody’s, den USA das Triple A-Rating zu entziehen. 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 Anlagebera...

This week, we speak with Guy Aufenacker and Stefan Kirsch, both Senior Relationship Managers at Bergos, about the transformation of private banking, the role of trust during crises, and why human connection matters more than ever. 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 Guy Aufenacker und Stefan Kirsch, beide Senior Relationship Manager bei Bergos, über den Wandel im Private Banking, die Rolle des Vertrauens in Krisenzeiten und warum menschliche Beziehungen wichtiger sind denn je. DISCLAIMER Diese Publikation dient ausschliesslich Informations- und Marketingzwecken. Die bereitgestellten Informationen sind nicht rechtsverbindlich und s...

This week we talk to Florian Rubli, CFA (Equity Portfolio Manager), and Thomas Christen, CIIA (Senior Equity Portfolio Manager) and take a look at the actual earnings season and current market uncertainty. 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 invest...

This week, we speak with Max Meister (Entrepreneur & Venture Capitalist) about the current state of the venture capital sector in light of the geopolitical situation and discuss his most  recent column  on the role of pension funds in the Swiss VC ecosystem. DISCLAIMER This publication is for information- and marketing purposes only. The provided information is not legally binding and neither...

Diese Woche sprechen wir mit Max Meister (Unternehmer & Risikokapitalgeber) über die aktuelle Situation des Risikokapitalsektors im Hinblick auf die geopolitische Lage und diskutieren seine  jüngste Kolumne  über die Rolle der Pensionskassen im Schweizer Risikokapital-Ökosystem. DISCLAIMER Diese Publikation dient ausschliesslich Informations- und Marketingzwecken. Die bereitgestellten Informat...

In this inspiring episode, we are joined by Nicolas Hojac – professional alpinist, expedition climber, and speaker. Nicolas shares what it means to move through extreme environments, manage risk, and stay mentally sharp when every decision counts.   Get in touch with Nicolas: https://www.nicolashojac.ch/ DISCLAIMER This publication is for information- and marketing purposes only. The provided info...

This week, we speak with Dr Jörn Quitzau (Chief Economist) about the background to US trade policy and the coalition agreement between the CDU/CSU and SPD. 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 Dr. Jörn Quitzau (Chefökonom) über die Hintergründe der US-Zollpolitik und über den Koalitionsvertrag von CDU/CSU und SPD. 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 Anlagebe...

Our Chief Investment Officer, Till Christian Budelmann, will provide you with our latest assessment and explain the Bergos house view on the topics of equities, bonds, and gold. 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 inve...

Unser Chief Investment Officer, Till Christian Budelmann, wird Ihnen unsere aktuelle Einschätzung geben und die Bergos-Hausmeinung zu den Themen Aktien, Anleihen und Gold erläutern. DISCLAIMER Diese Publikation dient ausschliesslich Informations- und Marketingzwecken. Die bereitgestellten Informationen sind nicht rechtsverbindlich und stellen weder Finanzanalysen, noch ein Angebot für Investmenttr...

This week, we speak again with Karl-Peter Repplinger (Lawyer and Strategic Advisor, until 2024 Director for Economic and Scientific Policies at the European Parliament), about Europe’s role in today’s geopolitical environment. How is the EU positioned between major powers like the United States and Russia? We discuss questions of strategic autonomy, external dependencies, and the challenges of nav...

This week, we speak with Dr. Gorana Grgić (Senior Researcher with the Swiss and Euro-Atlantic Security team at ETH Zürich) about today’s geopolitical landscape. We dive into the evolving international order, the strategic competition between the US, China, and Russia, and the re-emergence of spheres of influence in a rapidly changing world. DISCLAIMER This publication is for information- and marke...

This week, we have something special for you: the announcement of our new Bergos AIR Artist 2025! Joining us are Nolwenn Deparpe (Bergos Next) and the talented LAGIOIA, singer & songwriter – and our newly selected AIR Artist. Get ready for an inspiring conversation about her music, creative journey, and ambitions with our Bergos AIR Program. DISCLAIMER This publication is for information- and...

This week, we speak with Therese Schwerzmann (Head Product Portfolio Management) and Jami Seitsonen (Fixed Income Portfolio Specialist) about recent developments in sustainable investing and our view on ESG. 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 inve...

This week, we talked to Karl-Peter Repplinger and discuss a hopeful and forward-looking perspective for a stronger Europe and why we need this new perspective in times of changing geopolitical dynamics. 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 investmen...

In this episode, we explore with Nico Luchsinger, Executive Director of Asia Society Switzerland, four crucial but “unanswerable” questions that reflect the current global uncertainty. From Chinese innovation and India’s potential, to BRICS’ influence and a possible Trump-China bargain, we delve into topics that shape the future without easy answers. DISCLAIMER This publication is for information-...

This week, we speak with Dr Jörn Quitzau (Chief Economist at Bergos) about the chances of a reform agenda after the Federal election. Will Germany find a way out of its growth crisis? 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 a...

Diese Woche sprechen wir mit Dr. Jörn Quitzau (Chefökonom bei Bergos) über die Chancen auf eine Reformagenda nach der Bundestagswahl. Findet Deutschland einen Weg aus der Wachstumsmisere? DISCLAIMER Diese Publikation dient ausschliesslich Informations- und Marketingzwecken. Die bereitgestellten Informationen sind nicht rechtsverbindlich und stellen weder Finanzanalysen, noch ein Angebot für Invest...

In this Valentine's Day episode, we talk to Katja Wünsche, a successful ballet dancer and long-standing first soloist at Ballett Zürich, who spent over 20 years on stage and now works in the communications and events department at Bergos. She shares insights into her career, her love of dance and the transition to a new professional chapter. A conversation about dedication, change and the power of...

In dieser Valentinstags-Folge sprechen wir mit Katja Wünsche, einer erfolgreichen Balletttänzerin und langjährigen Ersten Solistin des Ballett Zürichs, die über 20 Jahre auf der Bühne stand und heute in der Kommunikations- und Eventabteilung von Bergos tätig ist. Sie gibt Einblicke in ihre Karriere, die Liebe zum Tanz und den Übergang in ein neues berufliches Kapitel. Ein Gespräch über Hingabe, Wa...

This week we speak with Christoph Jung (Head Fixed Income) about the current drivers of interest rates developments, impact of tariffs and tactical positioning in the bond market. 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 in...

Diese Woche sprechen wir mit Christoph Jung (Head Fixed Income) über die aktuellen Treiber der Zinsentwicklung, Wirkung von Tarifen sowie taktische Positionierung am Anleihenmarkt. DISCLAIMER Diese Publikation dient ausschliesslich Informations- und Marketingzwecken. Die bereitgestellten Informationen sind nicht rechtsverbindlich und stellen weder Finanzanalysen, noch ein Angebot für Investmenttra...

This week, we speak with Florian Rubli, CFA (Equity Portfolio Manager), and Anita Colic (Equity Analyst) and take a look at Q4 Earnings Season and the recent AI news. 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 advi...

This week, Dr. Thomas Kellein and Marie Krimphoff (Bergos Art Consult) explore the vibrant Engadin art scene, diving into must-see exhibitions and uncovering what makes this winter season a true highlight for collectors and enthusiasts. DISCLAIMER This publication is for information- and marketing purposes only. The provided information is not legally binding and neither constitutes a financial an...