Articles by Jonas Bächinger
Market Update
Market Update May 2026
12 June 2026 Market Update
Market Update April 2026
12 May 2026
Blog
Alternative Investments in the 2nd Pillar: Opportunities and Limits
22 April 2026 Market Update
Market Update March 2026
13 April 2026
Blog
Systematic Alternatives: How Rules-Based Multi-Asset Strategies Make Equity Portfolios More Resilient
1 April 2026 Market Update
Market Update February 2026: Your Stock Market News
13 March 2026
Blog
From Football Models to Financial Markets
3 March 2026
Blog
Behavioral Finance in Investment Advice: How to use Client Psychology to make better Decisions
6 February 2026 Market Update
Market Update January 2026: Your Stock Market News
29 January 2026
Blog
International Diversification: Opportunities, Risks, Tax Consequences
12 December 2025 Market Update
Market Update November 2025: Your Stock Market News
20 November 2025
Blog
SpaceX, AI or Bitcoin - where will the next Amazon be built?
28 October 2025
Blog
FIDLEG Compliance 2025: New rules of conduct and practical implementation
23 October 2025
Blog
ESG and Sustainable Investments: Client Advice with a Future
15 October 2025
Blog
Market capitalization-weighted vs. equally weighted: Which is the better portfolio strategy?
25 July 2025
Blog
Actively managed certificates (AMCs): Types and delimitation
18 July 2025 Blog
Momentum as a return factor: the systematics behind relative strength.
11 June 2025
Blog
AMC rules and regulations: What investors need to know
22 May 2025
Blog
Costs and tax treatment of actively managed certificates (AMCs)
28 April 2025 Market Update
Market Update August 2024
16 September 2024 Market Update
Market Update June 2024
11 July 2024 Market Update
Market Update May 2024
17 June 2024
Blog
The Advantages of AMCs for Investors
12 June 2024 Market Update
Market Update April 2024
14 May 2024 Market Update
Market Update March 2024
11 April 2024 Market Update
Market Update February 2024
12 March 2024
Blog
Diversification as the key to minimizing risks in the portfolio
21 February 2024 Market Update
Market Update January 2024
19 February 2024
Blog
Interest rates in Switzerland 2026: policy rate, savings rates and mortgages explained
22 January 2024 Market Update
Market Update December 2023
11 January 2024 Market Update
Market Update November 2023
18 December 2023
Blog
Actively Managed Certificates (AMCs): Explanation and Insights
5 December 2023
Blog
The most important Swiss share indices at a glance - the guide for beginners
13 November 2023 Market Update
Market Update October 2023
10 November 2023 Market Update
Market Update September 2023
16 October 2023 Market Update
Market Update August 2023
12 September 2023 Market Update
Market Update July 2023
9 August 2023
Blog
Private Equity: An Asset Class also for Private Investors?
20 July 2023
Blog
The Evolution of the Correlation Between Stocks and Bonds
29 June 2023
Blog
Private Debt: Alternative Corporate Financing and Exciting Asset Class
26 June 2023
Blog
Investment Strategy in Focus: The Power of Income Strategy
7 June 2023
Blog
Emigrating from Switzerland: Checking Finances and Making Provisions
26 May 2023
Blog
Investing in Volatile Markets: Risk-Strategies for Long-Term Investors
16 May 2023 Blog
Transfer of securities in Switzerland
28 April 2023
Media Release
Everon receives FINMA license and launches partner offering
20 April 2023
Blog
Factor Risk Premia: Value, Momentum, Size, and Quality in Recent Years
20 April 2023
Blog
Inheritance in Switzerland: Guide for heirs and descendants
27 March 2023
Blog
Turbulence in the banking sector and possible impact on asset management
23 March 2023
Blog
Investing in real estate in Switzerland: How the investment pays off
16 March 2023
Blog
Market review 2022 and outlook 2023
7 March 2023
Blog
Inflation in Switzerland: Definition, Forecast & Investment Strategy
28 February 2023
Blog
What are ETFs? All about Exchange Traded Funds
24 February 2023
Blog
Investing money in Switzerland: investment strategies and the 1×1 of investing
20 February 2023
Blog
Dividend simply explained: Meaning, Strategies, Shares and Calculation
13 February 2023
Blog
Fees when investing: Asset Management, Portfolio, Shares, Funds & Co.
1 February 2023
Blog
Pillar 3a pension plan: Direct investments
20 December 2022
Blog
Saving taxes in Switzerland: optimally structuring investments
14 December 2022
Blog
Forecast cryptocurrencies: Is the risk calculable?
8 December 2022
Blog
Portfolio rebalancing - why it is so important
7 November 2022
Blog
Stock Market Crash: How to React, Strategies and Mistakes
2 November 2022
Blog
Wealth Management Mandates: Definition, Meaning & Advantages
19 September 2022
Blog
Long-term investments: These options are available
2 September 2022
Blog
Private Banking: Efficient wealth management for the discerning customer
24 August 2022
Blog
Digital Banking in Switzerland: Banking of the Future - Status Quo & Forecast
11 August 2022
Blog
Digital wealth management: tips & tricks
15 July 2022
Blog
Vested benefits account payout: When it is possible, what to watch, how it is taxed
24 June 2022
Blog
Private Equity: Definition, Access and Risks for Private Investors
27 May 2022
Blog
Switzerland's 3-pillar principle
20 May 2022
Blog
Active Investing with Everon
13 May 2022
Blog
Factor Investing with Everon
13 May 2022 Market Update