This website is operated by Bellecapital AG, a Swiss company. Bellecapital AG uses cookies, with the aim of ensuring that you have the best possible online experience. Further information and your options are set out in our Website Privacy Notice.
closeOur CIO Mathias Heim joined CNBC International, breaking down inflation’s impact on equities, why AI infrastructure builders are still in a sweet spot, and the constructive outlook for US financials (27.04.2026).