Episode Details

European and US stocks staged a recovery rally yesterday, although the Swiss market trailed behind following the recent 39% tariff shock. Meanwhile, yields have fallen sharply across Europe due to robust real money demand. In the US, yields have also dipped slightly, as markets now largely anticipate a 25 basis-point rate cut in September. With a comprehensive update on the current state of the Swiss property market, we are joined by Markus Waeber, Head of Indirect Real Estate Advisory and Intelligence.

• (00:00) - Introduction: Helen Freer, Investment Writing
• (00:24) - Markets wrap-up: Roman Canziani, Head of Investment Writing
• (05:24) - Real estate update: Markus Waeber, Head of Indirect Real Estate Advisory & Intelligence
• (11:22) - Closing remarks: Helen Freer, Investment Writing

Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.