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T&V Commentary | Q2 2023
The stock market is the economy and yet it is not. The development of the stock market is closely linked to the development of the...
Thalmann & Verling Trust reg.
Sep 1, 20234 min read


T&V Commentary | Q1 2023
The stock market is the only market where buyers run away when prices are low. 1. 2023 is not 2020 and not 2008 2. Economists warn of...
Thalmann & Verling Trust reg.
Jun 9, 20233 min read


T&V Commentary | Q4 2022
Unfortunately, our announcement regarding the generation change has led to misunderstandings among our customers. We would like to...
Thalmann & Verling Trust reg.
Jun 9, 20234 min read


T&V Commentary | Q3 2022
In this newsletter, we take a closer look at two inflation drivers and show why perfection in investing is not always desirable.
Thalmann & Verling Trust reg.
Oct 17, 20223 min read


T&V Commentary | Q2 2022
Macroeconomic headwinds blowing against markets.
Thalmann & Verling Trust reg.
Jul 19, 20223 min read


T&V Commentary | Q1 2022
Inflation and the Russia-Ukraine conflict weigh on the markets.
Thalmann & Verling Trust reg.
Apr 6, 20223 min read


Software-as-a-Service (SaaS) - successful companies with attractive opportunities
As an investor, we, or rather our talented fund managers, try to identify whether a company's profitability is attractive.
Thalmann & Verling Trust reg.
Dec 20, 20213 min read


A new world of growth acceleration - companies grow faster today!
Comparing the 100 richest people in 1982 with the 100 richest in 2020, some major differences stand out.
Thalmann & Verling Trust reg.
Oct 26, 20214 min read


WealthBriefing Swiss EAM Awards 2021
Our employees Gian-Luca Thalmann and Maximilian Grabherr were in Geneva last week to receive our Award.
Thalmann & Verling Trust reg.
Sep 21, 20211 min read


Cryptos: Why Ethereum will win the contest as a store of value against Bitcoin
Cryptos: Why Ethereum will win the contest as a store of value against Bitcoin
Thalmann & Verling Trust reg.
Sep 3, 20212 min read
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