You are new to the investment landscape and struggle to get an overview?
Welcome to Bergos Ed. In this column we will shed some light on basic concepts of financial markets addressing basic as well as more advanced topics with regard to bonds, equities or general market-related topics, setting the ground for a broader understanding and helping you to develop your personal financial skillset. You have specific questions we did not cover yet? Let us know! next@bergos.ch
In this episode, we dive into the world of Private Markets, exploring the main asset classes: Private Equity, Private Debt, and Real Assets. We discuss how these sub-asset classes operate, their potential for portfolio diversification, and the unique value they can add to long-term value investment strategies. Whether you’re new to Private Markets or looking to deepen your understanding, this episode offers key insights into how these investments work and why they might be a valuable addition to your portfolio.
You have specific questions we did not cover yet? Let us know! next@bergos.ch 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 AG is not permitted.
1 Oct 2025
Understanding Market Indices #024
In this episode, Nolwenn and Jami discuss market indices and what is below the surface. Almost all of us have heard about the S&P 500 or Dow Jones Industrial Average, but what does it take to be included in these indices and how are the weights of different companies determined? And what other indices are out there?
You have specific questions we did not cover yet? Let us know! next@bergos.ch 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 AG is not permitted.
3 Sept 2025
IPOs #023
In this episode, Nolwenn and Jami dive into the world of initial public offerings (IPOs). They explore what companies consider before going public, the steps involved in the process, and the key players who make it happen.
You have specific questions we did not cover yet? Let us know! next@bergos.ch 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 AG is not permitted.
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