In global commerce crises, the Swiss stock exchange offers stability and reliable dividends for long -term oriented investors (Photo: FreePik, Eyeem)
The global economy in spring 2025? A toxic mix of protectionism poker and trade war roulette. Donald Trump is back – and with him his favorite weapon: the customs hammer. 145 percent on goods in China, 25 percent on European cars and steel.
The message: “America First” is now called “Everyone Else Last”. Globalization? A discontinued model. And the markets? Swing up and down nervously. But while investors around the world are looking for emergency rings, the solution comes from a corner that has long since been written off: from the heart of Europe – but not from the EU.
Swiss shares: The anti-trump in the depot
While the United States is relating to confrontation and china with return carriages, Switzerland plays its tried and tested game: neutrality with a bite. No Twitter storms rule here, but precision. No meme stock hypes, but dividend yields.
The Swiss Market Index (SMI)? An oasis of reason in a world of Wall Street casinos. Pharmaceutical giants such as Novartis and Roche, consumer goods monoliths such as Nestlé, financial fortresses such as UBS-are not played here, here it is done. And that pays off: since 2000, Swiss Bluechips has been beating the S&P 500 by 1.5 percent per year – with half the volatility. Boring? May be for investors who need adrenaline.
Billion-in power against Trump tweets: Bern strikes back
But Switzerland not only remains passively stable – it strikes back with a charm offensive of superlatives. Bern replies to the customs threats from Washington with a high -rise in the top -class strength: a billion -dollar investment offensive. Such an investment promise has already solved the knot at the free trade agreement with India. Now the same lever should also work in Washington.
While Trump is threatening punitive tariffs, Seco boss Helene Budliger is pressing: she wants to graciously vote the US government with the promise of massive direct investment. On the executive floors of the pharmaceutical and industrial and industrial giants, a number is already circulating that should impress Trump himself: CHF 150 billion within 4 years. Novartis alone wants to invest 23 billion in the United States, and Roche also prepares 2-digit billions of billions. Such a “deal” could preserve Switzerland from punitive tariffs – and also underlines how strong and internationally networked the Swiss economy is.
Franconia vs. Fed: The silent winner of the monetary wars
Another advantage for investors is the currency: while the dollar trembles and the Yuan groans under capital control checks, the Swiss franc shines as an ultimate safe harbor. No other currency combines such paradoxes: stable as a rock, but flexible enough so as not to become a deflation trap.
The Swiss National Bank has been playing virtuoso on monetary policy violin for years – without scare the markets. For investors, this means that those who have Franconia in the depot sleeps calmly. As good as guaranteed.
Innovation? Running. And more precisely than a rolex
Switzerland is no longer just the land of cheese specialties and banking secrets. The future is created here – without hype, but with heads. Number 1 in Global innovation index – and for the 14th time in a row! Whether medical technology that saves life, biotech laboratories that defeat cancer, or green energy solutions for the climate crisis: Swiss companies do not think in decades.
And ESG? Not an annoying regulation, but lived DNA. Nestlé reduces CO2 without EU guidelines, relative insurance companies-because it makes sense, not because it must be.
Comeback of the Börsen-Underdogs: What changes in May 2025
From May 2025, the EU spell for Swiss shares-and that is more than just a technical detail. Then German investors can invest again directly via Xetra & Co. in Roche, Zurich Insurance or Swatch – without detour via Six Swiss Exchange. The consequences? More liquidity, closer spreads, less headaches. For private investors, this means: access to stability, no further away and as easy as a neobroker trade.
Swiss funds and ETFs: substance beats storytelling
A piece of Lindt for the depot? Sounds delicious, but it is expensive: the chocolate icon share is noted at over 100,000 francs-more for the financial haute cuisine. But investors do not need chocolate box in the portfolio to benefit from the Swiss market. The solution is: ETFs and funds with substance. Because Switzerland has much more to offer than luxury goods. Health, finance, consumption – the backbone of the market are economic stable industries with global radiance. Anyone who relies on reliable dividends and solid balance sheets is correct here:
- Amundi Msci Switzerland Ucits ETF (LU1681044993)
Stability instead of high-tech hype
45 titles, 36 percent of them in the health sector. Ter: 0.25 percent. Since edition plus 8.68 percent PA-without AI bladder, without drama. - Xtrackers Switzerland Ucits ETF (LU0943504760)
The resting pole in the depot
Solactive Swiss Large Cap Index, Healthcare Quota 38 percent. Ter: 0.30 percent. Since 2007 plus 223 percent (8.7 percent PA). - Schroder ISF Swiss Equity A CHF A (LU0063575806)
The oldie with bite
Active managed, with a focus on quality companies and long -term outperformance. A permanent runner with experience. - Zcapital Swiss Dividend Fund (CH019466555)
The Swiss clockwork under the dividend funds
Dividend income with system – defensive, steady, Swiss.
Conclusion: The return lies in peace
While the world markets move in a zigzag course and investors rush from one trend to the next, Switzerland sends a different signal: keep calm. With the end of the stock market spell from May 2025, Swiss shares will return to the EU trading platforms-and thus also targeted German investors.
Whether as a single value with global radiance, as an ETF with a defensive backbone or as an active fund with dividend DNA-Swiss shares provide stability when other markets are nervous. In short: Switzerland remains the rock in the surf of a world in stock exchange fever.
Disclaimer:
No investment advice. No call to buy or sell securities.