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Withdrawing capital on retirement is a capital mistake – supplementary benefits will increase
Our balanced forced savings system is designed to provide financial security in old age. 1st pillar: AHV pay-as-you-go system, 2nd pillar: BVG funded system and voluntary payments into the 3rd pillar. Examples from abroad – 401K plans in the USA, surrounding countries – show insufficient voluntary pension savings and/or the overburdening of states with the financing of the pay-as-you-go system.
Infrastructure as an «independent» class of investment:
A chimera
Low or negative interest rates favored private market investments. High returns, low risks and correlations, so the mantra went. With a time lag, infrastructure investments emerged, with similar arguments in favor. Are the expectations realistic?
Are Swiss pension funds investing appropriately? The real restrictions, wasted returns and a harebrained scam
Are Swiss pension funds investing appropriately?
Holcim, Adecco and Mobilezone: cheap, but also good value?
Some shares still appear to be cheap by the usual valuation standards.
Inflation and reduced savings years jeopardize pension security
Inflation and reduced savings years jeopardize pension security.
Bonds are more attractive than they have been for a long time
Bonds are more attractive than they have been for a long time. They can once again better fulfill their traditional function in income-oriented strategies.
Interest rate turnaround: 1 year of positive interest rates
The laws of economics continue to apply
Swiss growth stocks in the storm
Rising interest rates are compressing valuations. Now a recession looms and earnings revisions are feared. TheMarket puts the situation in perspective and explores the question: Is now the time to act?
Are there alternatives to stocks? Yes, but none is better
Stock market bear markets regularly raise the question of stock alternatives. The simple answer: Of course there are
alternatives. Whether they are better is an open question.
The "Value Style" continues to swing on top.
René Dubacher and Paul Schibli, Senior Portfolio Managers at Swiss Rock Asset Management, explain how they maneuver through the turbulence with their Quant model.
Gold can be green too
Gold medal for gold investments: Even in the current crisis, the precious metal has proven to be the best protection.
Focused growth funds: easy come, easy go
The violent rotations between different investment styles has struck fear into the hearts of investors in growth funds since the end of 2021. With the surprising rise in inflation, investors' focus has shifted away from growth stocks to spurned value stocks.