In-House Research / Macro View

In-House Research / Single Equity

The following equities may be part of our recommendation and can be included in investing portfolios after consideration and depending on the investor profile.

Logitech
| Recommended

Microsoft
| Recommended

Roche
| Recommended

LVMH
| Recommended

Amazon
| Recommended

Berkshire
| Recommended

CFR

Nestlé
| Recommended

Bachem Holding

Albemarle

Gilead Sciences

Ocado

Qurate Retail

Honeywell

Amgen

TSM

AMD

Alibaba
| Recommended

Meituan

DeliveryHero

In-House Research / Not recommended

The following equities are not part of our recommendation and have been analysed for the sake of research only.

CodeMasters

HelloFresh

Varta

Citrix Systems

CureVac

SQM

McPhy Energy

Li auto

Fastly

Secunet

Shurgard

Eurofins Scientific

Encavis

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