Think Tank
Notifications
Blog
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?
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.