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This week, Dr. Jörn Quitzau (BERGOS AG) speaks with Dr. Mickey Levy (Economic Advisor, New York City) about the consequences of the midterm elections.

This week on Bergos Now, Marie-Kathrin Krimphoff and Carolyn Stocker-Seiler from Bergos Art Consult share their highlights from Frieze London and Art Basel Paris. From standout gallery exhibitions to discoveries at the fairs, they discuss the works that caught their eye, notable sales and auction results, and what these two weeks reveal about collector sentiment and the wider art market.

In this episode, Stefan Kirsch, Head International Private Banking, discusses the evolution of private banking, changing expectations of client advisors and Switzerland’s role as a financial centre. He also explores the paradox of growing private wealth alongside a declining number of private banks, as well as how the industry needs to evolve in response to technological and structural change.

In dieser Episode spricht Stefan Kirsch, Head International Private Banking, über den Wandel im Private Banking, veränderte Anforderungen an Kundenberater und die Bedeutung des Finanzplatzes Schweiz. Dabei beleuchtet er auch das Paradoxon wachsender Privatvermögen bei gleichzeitig sinkender Zahl an Privatbanken sowie die Frage, wie sich die Branche angesichts technologischer und struktureller Veränderungen weiterentwickeln muss.

This week, Dr. Jörn Quitzau (BERGOS AG) speaks with Dr. Mickey Levy (Economic Advisor, New York City) about the state of the U.S. economy and the monetary policy environment.

In dieser Episode sprechen Maximilian Hefele (Leiter Vermögensverwaltung) und Frederik Carstensen (Aktienstratege) über die Entwicklung an den Kapitalmärktenim Jahr 2026: Was hat die Märkte in der ersten Jahreshälfte bewegt? Welche Chancen und Risiken bringen die kommenden Monate? DISCLAIMER Diese Publikation dient ausschliesslich Informations- und Marketingzwecken. Die bereitgestellten Informationen sind nicht rechtsverbindlich und stellen weder Finanzanalysen, noch ein Angebot für Investmenttransaktionen oder eine Anlageberatung dar und ersetzen keine rechtliche, steuerliche oder finanzielle Beratung. Bergos übernimmt keine Gewähr für die Aktualität, Richtigkeit oder Vollständigkeit der Informationen. Für den Eintritt der in der Publikation enthaltenen Prognosen oder sonstige Aussagen schliesst Bergos jegliche Haftung aus. Ohne schriftliche Zustimmung von Bergos dürfen die vorliegenden Information weder auszugsweise noch vollständig vervielfältigt werden.

In this episode, Maximilian Hefele (Head of Asset Management) and Frederik Carstensen (Chief Equity Strategist) discuss developments in the capital markets in 2026: What drove the markets in the first half of the year? What opportunities and risks lie ahead in the coming months? DISCLAIMER This publication is for information- and marketing purposes only. The provided information is not legally binding and neither constitutes a financial analysis, nor an offer for investment-transactions or an investment advice and does not substitute any legal, tax or financial advice. Bergos AG does not accept any liability for the accuracy, correctness or completeness of the information. Bergos AG excludes any liability for the realisation of forecasts or other statements contained in the publication. The reproduction in part or in full without prior written permission of Bergos is not permitted.

Live from Art Basel 2026, Marie Krimphoff and Carolyn Stocker-Seiler debrief from the fair floor, discussing the artworks, artists and gallery presentations that are defining this year's edition. They share their highlights, examine collector sentiment and buying behaviour, and explore what the mood in Basel may signal for the global art market in the months ahead. Tune in for a concise, on-the-ground conversation from the world's leading art fair, packed with observations, insights and key takeaways. DISCLAIMER This publication is for information- and marketing purposes only. The provided information is not legally binding and neither constitutes a financial analysis, nor an offer for investment-transactions or an investment advice and does not substitute any legal, tax or financial advice. Bergos AG does not accept any liability for the accuracy, correctness or completeness of the information. Bergos AG excludes any liability for the realisation of forecasts or other statements contained in the publication. The reproduction in part or in full without prior written permission of Bergos is not permitted.

This week, Marie Krimphoff and Carolyn Stocker-Seiler (Bergos Art Consult) report from the Venice Biennale 2026. They share their impressions from the opening week, discuss the highlights of this year’s edition – from the main exhibition, curated by Koyo Kouoh, to standout national pavilions and satellite exhibitions across the city – and reflect on what the Biennale means for the contemporary art market. DISCLAIMER This publication is for information- and marketing purposes only. The provided information is not legally binding and neither constitutes a financial analysis, nor an offer for investment-transactions or an investment advice and does not substitute any legal, tax or financial advice. Bergos AG does not accept any liability for the accuracy, correctness or completeness of the information. Bergos AG excludes any liability for the realisation of forecasts or other statements contained in the publication. The reproduction in part or in full without prior written permission of Bergos is not permitted.

This week, Dr Jörn Quitzau (Bergos Chief Economist) speaks with Dr Mickey Levy (Macro Economist and former Chief Economist at Bank of America) about the surprising resilience of the US economy. DISCLAIMER This publication is for information- and marketing purposes only. The provided information is not legally binding and neither constitutes a financial analysis, nor an offer for investment-transactions or an investment advice and does not substitute any legal, tax or financial advice. Bergos AG does not accept any liability for the accuracy, correctness or completeness of the information. Bergos AG excludes any liability for the realisation of forecasts or other statements contained in the publication. The reproduction in part or in full without prior written permission of Bergos is not permitted.

This week, we have something special for you: the announcement of our new Bergos AIR Artist 2026! Nolwenn Deparpe (Bergos Next) welcomes Indyana Schneider to discuss her artistic path and what she's hoping to explore in the year ahead. DISCLAIMER This publication is for information- and marketing purposes only. The provided information is not legally binding and neither constitutes a financial analysis, nor an offer for investment-transactions or an investment advice and does not substitute any legal, tax or financial advice. Bergos AG does not accept any liability for the accuracy, correctness or completeness of the information. Bergos AG excludes any liability for the realisation of forecasts or other statements contained in the publication. The reproduction in part or in full without prior written permission of Bergos is not permitted.

This week, we speak with Prof. Dr. Julia Meyer (Professor of Sustainable Finance) about the evolving landscape of sustainable finance. From the growing need for transparency to efforts against greenwashing – we explore where the field is headed, and why impact finance might matter more in the years ahead.   🔗Connect with Julia Meyer: juliameyer.ch   🔗 Learn more about the Impact Finance Lab at ZHAW: Impact Finance Lab DISCLAIMER This publication is for information- and marketing purposes only. The provided information is not legally binding and neither constitutes a financial analysis, nor an offer for investment-transactions or an investment advice and does not substitute any legal, tax or financial advice. Bergos AG does not accept any liability for the accuracy, correctness or completeness of the information. Bergos AG excludes any liability for the realisation of forecasts or other statements contained in the publication. The reproduction in part or in full without prior written permission of Bergos is not permitted.

This week, we speak with Dr Jörn Quitzau (Bergos Chief Economist) about the turbulent start to the year. DISCLAIMER This publication is for information- and marketing purposes only. The provided information is not legally binding and neither constitutes a financial analysis, nor an offer for investment-transactions or an investment advice and does not substitute any legal, tax or financial advice. Bergos AG does not accept any liability for the accuracy, correctness or completeness of the information. Bergos AG excludes any liability for the realisation of forecasts or other statements contained in the publication. The reproduction in part or in full without prior written permission of Bergos is not permitted.

This week, Nolwenn Deparpe (Bergos Next) speaks with LAGIOIA about music, creative growth, and everything that came out of her AIR Artist journey in 2025 on stage and in the studio, and what she’s taking with her into the next chapter. CONNECT WITH THE ARTISTWebsite Instagram DISCLAIMER This publication is for information- and marketing purposes only. The provided information is not legally binding and neither constitutes a financial analysis, nor an offer for investment-transactions or an investment advice and does not substitute any legal, tax or financial advice. Bergos AG does not accept any liability for the accuracy, correctness or completeness of the information. Bergos AG excludes any liability for the realisation of forecasts or other statements contained in the publication. The reproduction in part or in full without prior written permission of Bergos is not permitted.

In this episode, we speak with Vera Alexandropoulou (Vice President at Thalassa Foundation) and Guy Aufenacker (Head Private Banking Maritime at Bergos) about the pressing challenges of the shipping industry in the face of climate goals and energy transition. From the Paris 2050 Agreement and the IMO’s Net Zero Framework to the technological gap between land and sea – we explore how shipping must adapt, and why private initiatives like the Thalassa Foundation are becoming increasingly important. DISCLAIMER This publication is for information- and marketing purposes only. The provided information is not legally binding and neither constitutes a financial analysis, nor an offer for investment-transactions or an investment advice and does not substitute any legal, tax or financial advice. Bergos AG does not accept any liability for the accuracy, correctness or completeness of the information. Bergos AG excludes any liability for the realisation of forecasts or other statements contained in the publication. The reproduction in part or in full without prior written permission of Bergos is not permitted.