07.01.2026
Outlook 2026 – After the year of the 3D, welcome to the 3R Scenario!
After two exceptional years for markets, 2026 is not about euphoria - it’s about the 3R: Repricing, Rotation, and Resilience.
The cycle is not ending, but it is clearly maturing, forcing investors to adapt rather than extrapolate the past. Monetary conditions are easing, growth remains solid, but the market logic is changing.
First, Repricing. Valuations have already done much of the work. From here, returns will be driven by earnings delivery, not multiple expansion.
Second, Rotation. Leadership should broaden beyond a handful of mega-cap tech names toward AI adopters, industrials, services, and selective cyclicals.
Third, Resilience. In a world of geopolitical noise and policy uncertainty, balance sheets, pricing power, and visibility matter more than bold promises.
Artificial intelligence remains a structural theme, but expectations are becoming more demanding. Lower energy prices and easing financial conditions create opportunities, but only for companies able to execute.
2026 is not about chasing everything - it’s about choosing what can last.
Watch the video by John Plassard, Partner & Head of Investment Strategy at Cité Gestion!
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30.12.2025
On behalf of the entire Cité Gestion team : Happy New Year 2026 !
As 2025 has been an intense year for the financial world, we would like to thank you for staying engaged with us.
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25.12.2025
Looking back on the year 2025
On this particularly festive day, we would like to take the opportunity to look back on the accomplishments and experiences we shared in 2025.
Your trust, combined with our colleague's commitment, has truly made a meaningful difference throughout this year.
We sincerely thank you all and wish you a Merry Christmas !
Read more16.12.2025
Save the date! Forum Horizon 29.01.2026
In the face of global economic turbulence, what direction should Switzerland take?
We are delighted to renew, for the fourth consecutive year, our commitment as a strategic partner of this major event.
Our sincere thanks to Le Temps for the outstanding program of this 10th edition, and to IMD for their exceptional hospitality.
Details and tickets:
Read more10.12.2025
As the holiday season approaches, we’re sharing our 2026 wish list
Not a dream, but a macro-financial roadmap for what could shape the next market cycle.
Read more01.12.2025
A look back at our event at the Koller auction house !
Discover the highlights and photos from this memorable event!
Read more26.11.2025
The industrial order of the last 30 years just broke, quietly.
2025 marks a historic turning point: Germany, once the world’s industrial powerhouse, now imports more capital goods from China than it exports. A symbolic reversal that forces Europe to rethink its technological sovereignty and industrial strategy.
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