11.11.2025
Markets don’t run on hype — they run on earnings.
Every market cycle has its story. Yesterday it was zero rates and stimulus. Today it’s artificial intelligence. Tomorrow it’ll be something else. But beneath the noise, one truth endures: profits move markets.
In the 2010s, U.S. corporate earnings grew 11% per year. In the 2020s, they’re still near 10% — twice the historical average. That’s not speculation, that’s execution.
Companies now do more with less: fewer workers, more automation; fewer factories, more cloud. Wall Street isn’t rising on hope — it’s rising on delivery.
But history reminds us: profits are the foundation, not the trigger. When confidence fades, even strong earnings can’t lift markets. For now though, the math still works — and profits keep playing the right tune.
Watch the video by John Plassard, Partner & Head of Investment Strategy at Cité Gestion!
More articles
31.10.2025
Second Anniversary of our Swiss Real Estate Basket
The Cité Gestion Real Estate Basket celebrates its second anniversary, investing in tax-efficient and exchange-listed funds in partnership with IMvestir Partners SA!
We are pleased to report continued growth, and we would like to thank our investors for their ongoing trust.
Read more
28.10.2025
“Preemptive cut” : the first decisive move of the next U.S. economic cycle
Just days before the next crucial Federal Reserve meeting, John Plassard, Partner and Head of Investment Strategy at Cité Gestion, unveils in a video a concept that already defines U.S. monetary policy: the “preemptive cut.”
Read more14.10.2025
Appointment of a new Partner at Cité Gestion
We are delighted to announce the appointment of Bertrand Dayer as Partner.
Read more07.10.2025
Cité Gestion and EFG International: stronger together!
As previously communicated in February and following its approval by FINMA, we are pleased to announce the closing of the transaction between Cité Gestion and EFG International.
Read more18.09.2025
What if managing assets across multiple banks could be simple, efficient and flexible ?
Thanks to our collaboration with Wize, we have brought this vision to life and pushed clients’ freedom even further.
Watch the video to learn more about our unique and seamless multi-booking experience!
Read more15.09.2025
A new chapter in his career, valuable personal encounters, hard work and growing media presence...
Get to know John Plassard, Partner and Head of Investments, and his passion for economics in this interview conducted by Olivier Wurlod for AGEFI, Nouvelle Agence Économique
Read more