Ronald (Roni) Wildmann @RWildmann
Portfolio Manager AMG Substanzwerte Schweiz und AMG Schweizer Perlen Fonds Zurich, Switzerland Joined April 2015-
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Ronald (Roni) Wildmann retweeted
.@RWildmann joined @Moodys this September. He was formerly the lead PM of the AMG Substanzwerte Schweiz and AMG Schweizer Perlen funds at Serafin Asset Management. ✏Sarah Praetorius #moodys #serafinassetmanagement #citywireswitzerland citywire.com/ch/news/former…
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cash.ch/news/top-news/… Für Ronald Wildmann ist bemerkenswert, dass die vollen Lagerbestände aus der Covid-Zeit bei Distributoren im Investitionsgüterbereich und bei langlebigen Konsumgütern in verschiedenen Industrien immer noch vorhanden sind.
Nachdem die Berichtssaison weitgehend abgeschlossen ist, rücken Konjunkturdaten wieder in den Vordergrund. Die Wachstumsaussichten im Euroraum und in den USA haben sich im Mai verbessert, wie die vorläufigen Ergebnisse der Einkaufsmanagerumfragen zeigen. linkedin.com/feed/update/ur…
Site Visit bei der V-Zug - vielen Dank an die ZKB
Im Berichtsmonat drückten geopolitische Unruhen im Nahen Osten und höhere US-Inflationsraten die Erwartungen an Zinssenkungen. linkedin.com/feed/update/ur…
Ronald Wildmann setzt auf den Schweizer Binnenmarkt linkedin.com/posts/ronald-r…
«Beim Blick auf die Bewertung muss man sich die Augenreiben», sagt Ronald Wildmann, Fondsmanager von Serafin Asset Management. themarket.ch/analyse/im-per… via @TheMarket_CH
Der Berichtsmonat stand ganz im Fokus der Resultatsaison. linkedin.com/feed/update/ur…
Herzlichen Dank für die anregenden Gespräche und die Gelegenheit, einen Beitrag zum Anlass leisten zu dürfen. linkedin.com/posts/fs-partn…
Trotz eines anspruchsvolleren Inflations- und Zinsumfeldes zeigten sich die Aktienmärkte im Berichtsmonat von ihrer besten Seite, getragen von der Hoffnung auf eine sanfte Wirtschaftsabkühlung und einer Erholung des Wachstums in der zweiten Jahreshälfte. linkedin.com/feed/update/ur…
Finanzanalystenkonferenz der EMS-Chemie Holding AG
Im abgelaufenen Monat stand der Beginn der Berichtssaison im Mittelpunkt. Dabei hielten sich positive und negative Überraschungen die Waage, was jedoch nicht ausreichte, um die Aktienkurse generell steigen zu lassen. linkedin.com/feed/update/ur…
«Die abnehmende Skepsis unter den Investoren lässt uns vorsichtig werden. Immer mehr Anlegererwarten sowohl Zinssenkungen als auch eine nur moderate Abschwächung der Weltwirtschaft, ohne dass es zu einer globalen Rezession kommt.» linkedin.com/posts/serafin-…
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