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Swiss small caps
making a «Comeback»?
Since the early 2000s, Swiss small caps have outperformed the Swiss Market Index (SMI TR) by a cumulative 263%. In recent years, however, this outperformance has been curbed by the global rise of mega-cap technology companies and an overall uncertain market environment.
Sustainably sourced gold investments
with substance:
We make ESG measurable in the gold market
Gold remains a sought-after asset class, not least due to the spiraling national debt of virtually every country. But what is the real sustainability of this glittering classic?
Our emerging market equity fund is very successful thanks to systematic factor investing.
Our emerging market equity fund, with its systematic factor investing approach, has been generating significantly above-average returns for many years, and that with below-average risk. But what exactly is behind our factor investing—and why do emerging markets in particular offer so much potential?
Publications
Can we and do we want to save the combined value of UBS and CS once again?
Roman von Ah, head of asset management firm Swiss Rock, talks to Cash magazine about the ‘super portfolio,’ what makes a good stock, and why higher capital requirements for UBS would actually make sense.
Read the interesting interview by Luca Niederkofler in Cash magazine. The interview was also published in Handelszeitung and Blick.
The interview is only available in German.
Infrastructure as an «independent» investment category:
A chimera
Author: Dr. Roman von Ah
Low or negative interest rates favored private market investments. The mantra: high returns, low risks and correlations. With a time lag, infrastructure investments emerged with similar arguments in their favor. Are the expectations realistic?
We are pleased that the professional journal Fachzeitschrift Schweizer Personalvorsorge / Prévoyance Professionelle Suisse published this article in its most recent edition (August 2024). (Available only in German or French).
Are Swiss pension funds investing appropriately? The real restrictions, wasted returns and a harebrained scam
Interview with participants from Swiss Rock: Dr. Roman von Ah
Lukas Riesen from PPCmetrics and Roman von Ah discussed the topic under the direction of Editor-in-Chief Kaspar Hohler:
"Are Swiss pension funds investing appropriately? Two investment specialists discuss risks, the long term and diversification in the portfolio. A critical discussion that is not conducted in this way in the decision-making bodies of many pension funds."
We are delighted that the professional journal Schweizer Personalvorsorge has published this interview (in German only) in its latest issue (04-24 Akzent).