While global markets reach new highs, Switzerland quietly stands out — resilient, undervalued, and stable.

Despite trade tensions and slowing growth, the Swiss economy combines low inflation, fiscal discipline, and world-class companies. With equity valuations at a decade-low discount to global peers, opportunities are emerging for long-term investors seeking both defensive strength and upside potential.

Our latest Elaia Weekly explores why Switzerland remains Europe’s true safe haven — at a big discount.

After one of the strongest equity rallies in recent years, attention has shifted toward fixed income markets.

The Federal Reserve’s change in tone marks a turning point: the rate-cut cycle is underway, long-term yields are falling, and quality bonds are regaining their role as a cornerstone of balanced portfolios.

Our latest Elaia Weekly explores why duration is back — and why investors should act before yields compress further.

After six months of strong market performance, signs of fragility are emerging. Renewed geopolitical tensions, slowing job creation, and stretched valuations point toward a potential short-term correction.

Elaia’s latest Weekly explores how investors can navigate this environment — from taking profits and strengthening defensiveness, to focusing on dominant companies operating in oligopolistic or monopolistic markets that offer resilience and long-term value.

The convergence of AI, electrification, and the zero-carbon transition is reshaping global demand for industrial metals.
This week, Elaia explores why metals & mining may enter a new structural supercycle — driven by technology, policy, and scarcity.

Each week, Elaia Capital SA shares its insights on global markets through a concise and data-driven research note. In this edition, we explore the renewed momentum in Chinese equities, supported by structural strengths, policy initiatives, and a gradual financial opening confirming our constructive stance.

Investir, c’est bien plus que chercher un bon rendement. C’est savoir où placer son argent au bon moment, dans les bons domaines, en restant fidèle à ses valeurs et à ses objectifs.

Il y a des périodes dans la vie où tout s’accélère, où les décisions s’enchaînent sans laisser le temps de les mûrir. Et puis, il y a ces moments charnières qui imposent un temps d’arrêt.