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!
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25.02.2026
The Swiss Experience x Cité Gestion
As part of The Swiss Experience, we met with Brazilian legal practitioners in Geneva to share our 2026 Economic Outlook and engage in discussions on private banking through practical case studies. Now in our third consecutive year of support, this initiative strengthens connections between the Brazilian market and the Swiss financial ecosystem while fostering strategic partnerships and long-term relationships.
Read more18.02.2026
Artificial intelligence: the beginning of a cycle?
Economic history shows that true industrial revolutions are defined not by the technology itself, but by the scale of investment they unleash.
Read more12.02.2026
Welcome to Reto Taborgna, Michel Ehrenhold and Stefan Müller!
We are pleased to announce the arrival of Reto Taborgna as COO & Business Risk Manager, Michel Ehrenhold as Head of Legal and Stefan Müller as Deputy Head of our Private Banking Support team.
Read more09.02.2026
Forum Horizon 2026 – event highlights
Faced with global economic turmoil, what course should Switzerland pursue?
A look back at the Forum Horizon 2026, held on 29 January 2026 at IMD Lausanne.
03.02.2026
Kevin Warsh at the Fed: A Power Grab or a Credibility Reset?
Kevin Warsh’s nomination as the next Chair of the Federal Reserve has triggered sharp market reactions — but also widespread misunderstandings.
Read more26.01.2026
Welcome to Norma Hedinger!
We are pleased to share the arrival of Norma Hedinger as a banker at Cité Gestion.
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