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Thalmann & Verling Trust reg.
Jan 154 min read
T&V Letter | Q4 2024
While Europe and Switzerland are struggling, the US market is once again dominating: the S&P 500 posted an impressive performance of 23.3%.


Thalmann & Verling Trust reg.
Oct 9, 20243 min read
T&V Letter | Q3 2024
Europe's life expectancy is 81.5 vs. 77.5 in the US, but a wealth gap remains, with US GDP per capita 30% higher than in the eurozone.


Thalmann & Verling Trust reg.
Jul 8, 20243 min read
T&V Commentary | Q2 2024
The Swiss National Bank (SNB) has cut interest rates again - for the second time in three months.


Thalmann & Verling Trust reg.
May 6, 20243 min read
T&V Commentary | Q1 2024
In the last five years, prices for single-family homes in the canton of Zurich have risen by 25%.


Thalmann & Verling Trust reg.
Feb 26, 20243 min read
T&V Commentary | Q4 2023
The year 2023 in one word: "The Magnificent Seven"


Thalmann & Verling Trust reg.
Oct 13, 20234 min read
T&V Commentary | Q3 2023
Successful investing is for patient people One of the biggest challenges in trying to focus on long-term goals as an investor is the...


Thalmann & Verling Trust reg.
Sep 1, 20234 min read
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.
Jun 9, 20233 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, 20234 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.
Oct 17, 20223 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.
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