Metal Recycling: Good for the Environment, Good for Investors?: Metals like copper are in demand and scarce. Export restrictions and wars exacerbate the shortage ...
themarket.ch/unternehmen/metallrecycling-gut-fuer-die-umwelt-und-attraktiv-fuer-anleger-ld.17530

These three stocks are attractively valued: The Market shows companies that sustainably generate high free cash flow but are still underappreciated on the stock ...
themarket.ch/unternehmen/die-free-cashflow-rendite-spricht-fuer-diese-drei-aktien-ld.17536

Gold, Oil and Copper: 15 Stocks for the Supercycle: In his guest article, Thierry Borgeat presents stocks and ETFs with which investors can bet on the rise of ...
themarket.ch/unternehmen/sir-gold-der-oel-baron-und-dr-copper-15-aktien-fuer-den-superzyklus-ld.17590

New Fed: Is your return strategy optimally aligned?: Will US interest rates rise, fall, or stagnate? Discover a new investment idea from Julius Baer with a ...
themarket.ch/sponsored-content/neue-fed-ist-ihre-ertragsstrategie-optimal-abgestimmt-ld.17633

Sir Gold, the Oil Baron, and Dr. Copper: 15 Stocks for the Supercycle: In his guest column, Thierry Borgeat presents stocks and ETFs that investors can use to ...
themarket.ch/english/sir-gold-the-oil-baron-and-dr-copper-15-stocks-for-the-supercycle-ld.17615

Barrier Reverse Convertible on the Swiss secondary market at SIX: Recommendation 47
themarket.ch/strukturierte-produkte/rendite-im-brc-sekundaermarkt-nr-47-bis-zu-53-in-gut-sechs-monaten-ld.17624

The next phase of the AI boom: Trends, drivers, and perspectives: Rapid advances in artificial intelligence are moving the stock markets. Those investing in ...
themarket.ch/makro-maerkte/die-naechste-phase-des-ki-booms-wird-zur-bewaehrungsprobe-ld.17621

Investor sentiment: Give disinflation a chance: The strong US labor market is fueling interest rate concerns. IT and energy are providing support ...
themarket.ch/risk-barometer/anlegerstimmung-gebt-der-disinflation-eine-chance-ld.17629

Stock Markets: The Most Important News This Morning: Stock markets in Korea and Japan start the week with significant gains. The situation in the Persian Gulf ...
themarket.ch/hinter-der-headline/boersen-und-maerkte-das-wichtigste-am-morgen-ld.17622

The Market's Chart Pack: Economic Trends and Markets in Charts.
themarket.ch/chart-pack/das-chart-pack-von-the-market-ld.17626

Paid articlePaywallAnatomy of rising bond yields: Why bond interest rates are rising and when they become a problem for the markets
themarket.ch/makro-maerkte/verschiedene-kraefte-zerren-die-marktzinsen-in-die-hoehe-ld.17614

Pension funds: Rethinking emerging markets: Emerging markets belong not only in the satellite quota, but in the strategic allocation discussion.
themarket.ch/sponsored-content/pensionskassen-emerging-markets-neu-denken-ld.17619

AI winner Suss MicroTec: The price dip is a buying opportunity: The chip equipment supplier has overcome last year's slump, and order intake has reached ...
themarket.ch/unternehmen/ki-gewinner-suss-microtec-der-kursruecksetzer-ist-eine-einstiegschance-ld.17600

El Niño Slows Down Commodity Trading: The El Niño weather phenomenon causes crop failures, low water levels, and disrupted trade routes ...
themarket.ch/unternehmen/el-nino-treibt-die-rohstoffpreise-in-die-hoehe-ld.17589

Deutsche Telekom: Activist Elliott wants higher payouts with cuts at T-Mobile: The activist invested in Deutsche Telekom even before the merger plans with ...
themarket.ch/unternehmen/deutsche-telekom-hedgefonds-elliott-fordert-mehr-ausschuettung-ld.17611

OpinionAlfons Cortés: There is no crisis on the stock markets: Despite record-high US debt and tensions in the bond market, a bear market is not imminent ...
themarket.ch/meinung/es-kriselt-nicht-an-den-aktienmaerkten-ld.17599

Exclusive insights into infrastructure with the insider: The insider, Philip Rauh, looks behind the scenes of infrastructure facilities and takes you to places ...
themarket.ch/sponsored-content/exklusive-einblicke-in-infrastruktur-mit-dem-insider-ld.17613

Novo Nordisk: Too many factors argue against a quick turnaround: Novo Nordisk is among the biggest beneficiaries of the boom in slimming drugs. However ...
themarket.ch/unternehmen/novo-nordisk-zu-viele-faktoren-sprechen-gegen-einen-baldigen-turnaround-ld.17608

Lindt & Sprüngli appears on the stock market, an entry opportunity: The chocolate manufacturer is suffering on two fronts and wants to counteract the decline in ...
themarket.ch/unternehmen/lindt-spruengli-leidet-gleich-doppelt-unter-dem-wetter-ld.17587

"The war in Ukraine shows signs of a serious escalation": Matt Gertken, geopolitical strategist, warns that Russia will soon provoke a crisis ...
themarket.ch/makro-maerkte/der-krieg-in-der-ukraine-zeigt-anzeichen-einer-gravierenden-eskalation-ld.17604

By 2030, China could control almost half of global industrial production: The People's Republic is pumping state resources into factories to dominate more ...
themarket.ch/makro-maerkte/china-beherrscht-bald-die-haelfte-der-weltproduktion-ld.17585

«The Ukraine War Shows Immediate Signs of Serious Escalation»: Geopolitical strategist Matt Gertken warns that Russia will provoke a major crisis ...
themarket.ch/english/the-ukraine-war-is-showing-immediate-signs-of-serious-escalation-ld.17605

Centiel is now the leader among Swiss short sellers.: At the end of August, three new companies are in the focus of short sellers: Centiel, Cicor ...
themarket.ch/analyse/centiel-ist-neu-der-spitzenreiter-unter-den-schweizer-shorts-ld.17591

The dividend portfolio declines in August: The Market Dividend Opportunities Portfolio: Swiss stocks with above-average dividend yield and high probability of ...
themarket.ch/dividend-portfolio/das-dividendenportfolio-gibt-im-august-nach-ld.17607

Rising interest rates: Historic times on Japan's bond market: Japanese government bond yields are rising to levels last seen in 1996. Pressure is mounting on ...
themarket.ch/makro-maerkte/historische-zeiten-an-japans-bondmarkt-ld.17596

The asset allocation portfolio advances significantly: Thanks to sharply rising precious metal prices and strong emerging market equities ...
themarket.ch/asset-allocation/das-asset-allocation-portfolio-rueckt-deutlich-vor-ld.17595

Dormkaba shares are becoming more attractive: The locking technology group is finally simplifying its corporate structure, thus eliminating a frequently cited ...
themarket.ch/unternehmen/die-aktien-von-dormkaba-werden-attraktiver-ld.17593

Novartis scores a small victory against Roche - | at least for now: The stock market is rewarding Novartis's successful study of a pill against multiple ...
themarket.ch/unternehmen/novartis-erzielt-kleinen-punktsieg-gegen-roche-zumindest-vorlaeufig-ld.17598

Gold, Oil, and Copper: We Are at the Beginning of a Commodity Supercycle: A real-asset supercycle has begun - | it started in the Covid panic ...
themarket.ch/english/gold-oil-and-copper-we-are-at-the-beginning-of-a-commodity-supercycle-ld.17579

ETF: A great financial innovation goes astray: ETFs have helped passive investing achieve a breakthrough. But the acronym no longer stands only for inexpensive ...
themarket.ch/makro-maerkte/etf-eine-grossartige-finanzinnovation-geraet-auf-abwege-ld.17566

The Market Best Ideas Portfolio beats the benchmark indices: The Market's model portfolio, consisting of 38 stocks, gained 3.9% in August ...
themarket.ch/unternehmen/das-the-market-best-ideas-portfolio-schlaegt-im-august-die-vergleichsindizes-ld.17594

Gold, oil and copper: We are at the beginning of a commodity supercycle: A supercycle of real assets began in the Covid panic, and now the major cycles are ...
themarket.ch/makro-maerkte/gold-oel-und-kupfer-wir-stehen-am-anfang-eines-rohstoffsuperzyklus-ld.17577

Partners Group lowers expectations for the full year: Despite a setback in performance fees, the robust inflow of new money forms a solid foundation for Partners ...
themarket.ch/mister-market/partners-group-daempft-die-erwartungen-an-das-gesamtjahr-ld.17597

«The Big Picture Live» webinar from August 31, 2026: Recording of «The Big Picture Live» webinar from August 31, 2026. The topics: The AI boom continues ...
themarket.ch/webinare/the-big-picture-live-webinar-vom-31-august-2026-ld.17601

Paid articlePaywallRisk Barometer: US interest rate hikes move into focus: While an imminent US interest rate hike has become more likely, significant discrepancies are emerging on ...
themarket.ch/risk-barometer/anlegerstimmung-us-leitzinserhoehungen-ruecken-in-den-vordergrund-ld.17586

«SAP is in exactly the right place»: Henrik Muhle from the fund management company Gané sees SAP as a big winner of the AI revolution. For another stock ...
themarket.ch/unternehmen/sap-sitzt-genau-an-der-richtigen-stelle-ld.17545

Jürg Lutz: Is the financial weapon of mass destruction back?: The apprentice sorcerers of the investment banks are working on the accelerant of the next ...
themarket.ch/makro-maerkte/neue-anlagewelt-ist-die-finanzielle-massenvernichtungswaffe-zurueck-ld.17528

Barrier Reverse Convertible on the Swiss secondary market at SIX: Recommendation 46
themarket.ch/strukturierte-produkte/rendite-im-brc-sekundaermarkt-nr-46-bis-zu-49-in-sechs-monaten-ld.17583

A Swiss success story: the growth engine VZ Holding: Swiss success story VZ Holding: A tenfold increase in profit since the IPO and consistently high inflows of ...
themarket.ch/technische-analyse/eine-schweizer-erfolgsgeschichte-die-wachstumsmaschine-vz-holding-ld.17572

Kevin Warsh keeps interest rate hikes on the table: The Fed chairman strikes a tougher tone than expected in Jackson Hole. Inflation remains the focus ...
themarket.ch/makro-maerkte/kevin-warsh-haelt-zinserhoehungen-im-spiel-ld.17573

Impending Crisis: Dangerous Imbalances in the Global Economy: Tensions are rising in the global economy. While Asia is consuming too little ...
themarket.ch/makro-maerkte/die-welt-im-ungleichgewicht-ld.17567

Which stock markets offer potential - | and where caution is advised: Despite geopolitical tensions and high valuations, stock markets are racing from record to ...
themarket.ch/etf/welche-boersen-potenzial-bieten-und-wo-vorsicht-geboten-ist-ld.17565

Stock Exchanges and Markets: This Morning's Top Stories: Asian stock markets are starting the week with losses, while futures in New York are down slightly ...
themarket.ch/hinter-der-headline/boersen-und-maerkte-das-wichtigste-am-morgen-ld.17580

Major IPO casts its shadow ahead: Asset manager Jens Ehrhardt sees some challenges for investors in the coming weeks. Gold | and silver stocks can offer hedging.
themarket.ch/unternehmen/mega-boersengang-wirft-seinen-schatten-voraus-ld.17561

Paid articlePaywallNvidia Surprises with Strong Forecast: The AI boom is driving phenomenal growth for the semiconductor company. This rapid pace is expected to continue next year ...
themarket.ch/makro-maerkte/nvidia-ueberrascht-mit-starker-prognose-ld.17563

Amrize: The Jenisch bet requires patience: The building materials group has been a disappointment on the stock market so far. Why investors shouldn't give up ...
themarket.ch/unternehmen/amrize-die-jenisch-wette-braucht-geduld-ld.17539

Increasingly dark clouds are gathering over the US financial sky: The US financial system appears stable, but appearances are deceiving. Why rising interest ...
themarket.ch/makro-maerkte/am-us-finanzhimmel-ziehen-immer-dunklere-wolken-auf-ld.17551

Warning about the AI boom: "This will lead to disruptions": DWS veteran Klaus Kaldemorgen sees the danger of overinvestment in data centers ...
themarket.ch/makro-maerkte/die-ki-investitionen-werden-zusammengestrichen-das-wird-zu-verwerfungen-fuehren-ld.17560

Clariant shares are soaring.: The specialty chemicals company is profiting from a landmark court decision, but not only that.
themarket.ch/unternehmen/die-clariant-aktien-befinden-sich-im-hoehenflug-ld.17546

The Next Phase of the mRNA Revolution: Moderna and Merck have caused a stir: For the first time, a personalized mRNA cancer therapy has proven effective ...
themarket.ch/makro-maerkte/im-gesundheitssektor-beginnt-die-naechste-phase-in-der-mrna-revolution-ld.17554

Felix Zulauf: The Great Money Illusion: Debt is reaching alarming levels, long-term interest rates are rising. Currency reforms are looming ...
themarket.ch/makro-maerkte/die-grosse-geldillusion-ld.17553

Vossloh: Between order boom and margin pressure: The rail technology specialist has more orders than ever before. Nevertheless, it had to lower its forecast ...
themarket.ch/unternehmen/vossloh-zwischen-auftragsboom-und-margendruck-ld.17540

Stock Exchanges and Markets: This Morning's Top Stories: Asian stock markets are trading higher, while U.S. futures are down slightly. Stadler Rail reports a ...
themarket.ch/hinter-der-headline/boersen-und-maerkte-das-wichtigste-am-morgen-ld.17558

Donald Trump's Republicans could lose both houses in the midterms: Seventy days before the US midterm elections, the Democrats are gaining support ...
themarket.ch/grafik-der-woche/donald-trumps-republikaner-koennten-in-den-midterms-beide-kammern-verlieren-ld.17556

Between rhetoric and reality: The dilemma of US intervention policy: Market interventions by the US government are becoming more frequent. Neither the bond ...
themarket.ch/makro-maerkte/zwischen-rhetorik-und-realitaet-das-dilemma-der-us-interventionspolitik-ld.17542

Barrier Reverse Convertible on the Swiss secondary market at SIX: Recommendation 45
themarket.ch/strukturierte-produkte/rendite-im-brc-sekundaermarkt-nr-45-bis-zu-39-in-unter-sechs-monaten-ld.17552

Key FactsZürcher Kantonalbank presents BRC on three Swiss stocks
Aug 25, 2026 · Reading time: ~30 sec.
Summary created with AI assistance · Source: themarket.ch
Summary created with AI assistance · Source: themarket.ch
- The BRC issued by Zürcher Kantonalbank on Nestlé, Novartis and Roche has 5.8 months remaining and cites a 3.9% return at maturity, equivalent to a current annualized 8% after accounting for price and costs.
- The barrier distances are 30.7%, 31.1% and 32%; if a barrier is breached, repayment would reportedly be made not in cash but in shares of the weakest underlying at the issue price.
- Under a scenario in which the issuer terminates the product on November 12, 2026, after 2.8 months, the return would be 1.93%, equivalent to 8.2% annualized.
- For Swiss private investors, the quarterly coupon of 1.9625% is presented as fully tax-exempt option-premium income, while a Keep Well Agreement is intended to secure Zürcher Kantonalbank’s payment obligations.
Earnings Bubble: This time, a profit bubble is threatening: AI investments are driving record profits in the US. But for these high profit estimates to ...
themarket.ch/makro-maerkte/diesmal-droht-die-blase-bei-den-gewinnen-ld.17529

Risk Barometer: Market participants remain unfazed: In the US, Treasury Secretary Scott Bessent is trying to suppress interest rates. Investors are fleeing to ...
themarket.ch/risk-barometer/risk-barometer-die-marktteilnehmer-lassen-sich-nicht-verunsichern-ld.17548

U.S. vs. China: What the New Rivalry in the Pharmaceutical Sector Means for Investors
themarket.ch/makro-maerkte/usa-vs-china-was-die-neue-rivalitaet-im-pharmasektor-fuer-investoren-bedeutet-ld.17541

Stock markets and markets: The most important news this morning: Asian stock markets start the week with losses, futures in the US are down slightly ...
themarket.ch/hinter-der-headline/boersen-und-maerkte-das-wichtigste-am-morgen-ld.17543

The Market Chart Pack: Economic trends and markets in charts.
themarket.ch/chart-pack/das-chart-pack-von-the-market-ld.17547

Paid articlePaywallInterest rate rise: Nervousness is increasing in the financial markets: US Treasury Secretary Scott Bessent is taking measures to suppress interest rates ...
themarket.ch/makro-maerkte/zinsanstieg-die-nervositaet-an-den-finanzmaerkten-nimmt-zu-ld.17531

Dax candidate Talanx has the power for a stock market record: The shares are heading towards the high of August 2025. The Hanover-based insurer has raised its ...
themarket.ch/unternehmen/dax-kandidat-talanx-hat-die-kraft-fuer-den-boersenrekord-ld.17450

Data centers: Swiss companies profit from: Besides chips, the AI revolution needs electricity, cooling, buildings, fiber optics, and production facilities ...
themarket.ch/unternehmen/rechenzentren-schweizer-unternehmen-verdienen-mit-ld.17427

The average hedge fund disappoints. But who wants average?: (( Lead ))
themarket.ch/sponsored-content/der-durchschnittliche-hedge-fund-enttaeuscht-aber-wer-will-schon-durchschnitt-ld.17538

Alfons Cortés: These are the pillars of the global bull market: Contrary to popular belief, the upward trend is not solely driven by companies profiting from ...
themarket.ch/makro-maerkte/das-sind-die-tragenden-pfeiler-der-globalen-hausse-ld.17459

Precious metals shine: Gold and silver are experiencing upward momentum. Mining stocks are also rising sharply. US government interventions in the bond market ...
themarket.ch/makro-maerkte/edelmetalle-leuchten-auf-ld.17524

Aryzta shares in freefall: Analysts' doubts are growing: The market no longer believes the large bakery can achieve its medium-term targets.
themarket.ch/unternehmen/aryzta-aktien-im-sinkflug-die-zweifel-der-analysten-wachsen-ld.17437

Vontobel, Julius Baer, EFG: Which Swiss private bank offers the best opportunities?
themarket.ch/analyse/vontobel-julius-baer-und-efg-welche-schweizer-privatbank-die-besten-chancen-bietet-ld.17458

German Retirement Savings Portfolio: Which Stocks Will Benefit from the Boom?: Starting in January 2027, the retirement savings account is expected to provide a ...
themarket.ch/unternehmen/deutsches-altersvorsorge-depot-welche-aktien-profitieren-von-der-bonanza-ld.17521

Werden Qualitätsaktien allmählich wieder interessant?: Die Kurse von Qualitätsunternehmen wie Nestlé sinken seit Jahren. Das Schlimmste dürfte überstanden sein ...
themarket.ch/unternehmen/werden-qualitaetsaktien-allmaehlich-wieder-interessant-ld.17456

Warning signs in the tech sector and an unconventional investment idea: The recovery rally of AI stocks is stalling. Those looking for alternatives will find ...
themarket.ch/makro-maerkte/warnsignale-im-tech-sektor-und-eine-unkonventionelle-idee-fuer-investments-ld.17452

The Dynamo Trap: Lessons from 1900 for Today's AI Boom: Companies that cut jobs today and cite AI as the reason are often rewarded on the stock market ...
themarket.ch/makro-maerkte/die-dynamo-falle-lehren-aus-1900-fuer-den-heutigen-ki-boom-ld.17434

Confidence prevails among fund managers: Professional investors are more optimistic than ever: What the BofA survey on the stock market, interest rates ...
themarket.ch/hinter-der-headline/unter-den-fondsmanagern-dominiert-die-zuversicht-ld.17457

Brenntag sends signals for operational turnaround and strengthens specialty business
themarket.ch/unternehmen/brenntag-sendet-signal-fuer-turnaround-und-staerkt-profitableres-spezialgeschaeft-ld.17432

Barrier Reverse Convertible on the Swiss secondary market at SIX: Recommendation 44
themarket.ch/strukturierte-produkte/rendite-im-brc-sekundaermarkt-nr-44-bis-zu-64-in-sechs-monaten-ld.17448

Schindler is under pressure to grow: Kone's TK Elevator deal is changing the elevator market. Schindler is under strategic pressure ...
themarket.ch/unternehmen/schindler-steht-beim-wachstum-unter-zugzwang-ld.17400

Falling U.S. inflation eases pressure on markets despite high bond yields: U.S. inflation is easing: How stock markets, bond yields, and the Risk Barometer are ...
themarket.ch/risk-barometer/die-anleger-werden-risikofreudiger-ld.17441

SIG Group remains a work in progress: The surprising departure of CEO Mikko Keto after only five and a half months raises new questions ...
themarket.ch/unternehmen/sig-group-bleibt-eine-baustelle-ld.17440

Asia ex Japan: Dragons and Salamanders: As with any investment, the capital employed is subject to risks.
themarket.ch/sponsored-content/asien-ex-japan-drachen-und-salamander-ld.17442
