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All #nonInflatable Advisory Board Gold and Silver IASF / Seasonal Reflections In the Press Inflation Diversifier Fund Presentation Research Stefan's Weekly worth knowing
Incrementum AGStefan Markus KremethHans G. SchiefenRonald StöferleMark Justin ValekJeannine GrassingerDr. Christian Schärer

March 2019

  • March 1, 2019

    A simple calculation

    Dear Ladies and Gentlemen If you belong to the people who pay their bills primarily in Swiss Francs and/or Euros you belong to a rather large cohort of a few hundred million people living most probably somewhere on the European continent. Today, I would like to show you with a simple calculation why I prefer […]

February 2019

  • February 22, 2019

    What’s next?

    Dear Ladies and Gentlemen I receive a fair number of messages asking about my view on the markets. As my regular readers all know, I still cannot foresee the future although I am trying hard but so far, I was totally unsuccessful. However, if we take the core messages of my recent weekly mails about […]

  • February 8, 2019

    Sociocultural issues meet economics

    Dear Ladies and Gentlemen Did you follow my advice and spend every morning 30 to 60 seconds thinking about something positive? If so, what was the effect? Now, last week I gave you an insight into some of my global sociocultural points of view and proposed to publish an interview with a pension fund manager […]

  • February 15, 2019

    Interview with Mr. Andreas Haeberli, CIO of Profond

    Dear Ladies and Gentlemen As announced two weeks ago I was able to interview Mr. Andreas Haeberli, CIO of Profond Collective Foundation. Please find my questions with Andy’s answers for your convenience: 1) What is Profond’s investment goal? We want to offer sustainably high benefits to our policy holders. When we invest, we therefore focus […]

  • February 1, 2019

    Who hinders growth, hinders prosperity

    Dear Ladies and Gentlemen Long-term investing seen from a slightly different angle that was what my last weekly was all about. I received many questions for pension fund investment pros and am happy that my friend Andy Haeberli, Profond’s CIO, one of Switzerland’s largest collective foundations, agreed to be interviewed by me. I will hopefully […]

January 2019

  • January 18, 2019

    What would you do?

    Dear Ladies and Gentlemen Just imagine you were managing a multi-billion pension fund with thousands of policy holders expecting you to deliver sufficient returns in order to grant to them a pension that will allow them to pay their bills once will be retired. What would you do? How would you allocate the money that […]

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