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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.
Publications
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).
12 bear markets on the US stock market since 1945
How should investors respond to periods of stress?
Journalist Michael Ferber addresses this question in an insightful article in the NZZ. In addition to reviewing historical facts, investment specialists are asked for their opinions and recommendations. Our Chief Investment Officer is among those interviewed.
The article is only available in German.
Inflation and reduced savings years jeopardize pension security
Author: Dr. Roman von Ah
The rampant inflation, even if it tends to decrease, will accompany us for a long time. The effects on the Swiss 2nd pillar can be great.
In particular, a late career entry as well as reduced savings years endanger the security of the pension (in german only). Lump-sum withdrawals are not recommended.
The article was published in Finanz und Wirtschaft - Vorsorgebeilage on September 9, 2023.