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PostFinance market view

Publications and videos

PostFinance is all about investment expertise – and has been for 25 years. Monitoring economic developments on the financial markets and the global economy is one of the PostFinance investment committee’s core tasks. We are happy to share our expertise with you in our periodic publications and videos, which provide you with easy-to-understand answers to your investment questions.

Asset manager of the year 2026 – over 12 and 36 months

The image shows the double seal of BILANZ magazine and is entitled “Best asset managers in Switzerland 2026”. The award shows what PostFinance has won: winner in the category of “Asset manager of the year – over 12 and 36 months” and “Basis: Sharpe ratio in three risk categories”. The seal was issued by the firm firstfive.

After being named “Asset manager of the year” in 2025, PostFinance has now reaffirmed this success – twice over. In an independent comparison of custody account performance for BILANZ magazine, PostFinance once again took the top spot in the “Sharpe ratio” category – this time over 12 and 36 months.

These awards highlight PostFinance’s long-standing and impressive investment expertise. The Sharpe ratio assesses the ratio of return to risk assumed and is one of the most important key figures for assessing investment products.

News

“Investing with foresight” short video

In our video, Danilo Liloia, our Head of Portfolio Management, provides an update on the current situation on the financial markets and explains events in just a few minutes.

Investment compass

The investment compass provides PostFinance’s house view of the financial markets in concise form. It draws upon our investment and research expertise and aims to provide you with the best, most up-to-date investment appraisals. 

Investment compass february 2026

Archive

PostFinance consumption indicator

The PostFinance consumption indicator shows a year-on-year comparison of Swiss consumer expenditure each month. It is similar to the Retail Trade Turnover Statistics published by the Swiss Federal Statistical Office, but is available more rapidly. Our data is also more comprehensive. This allows us to develop additional, seasonally adjusted consumer indicators, which comprise expenditure for specific goods and services (“everyday & household”, “beauty & wellness”, “recreation & leisure” and “travel”).

Consumption indicator february 2026 (PDF) The link will open in a new window

Archive

Investment navigator 2026: The year of decisions

What can investors expect for 2026? Our aspiration with the annual PostFinance investment navigator is to provide a review of the highlights of the past year, to take a look at today's view of the market and to venture a look into the future. We analyse opportunities and risks and highlight prospects for Swiss investors. If you would like to receive the investment navigator automatically each year, subscribe to the investment compass.

Topics in the current edition:

  • Interview with CIO Philipp Merkt: euphoria is dangerous during peaks
  • Review of 2025: financial markets defy US trade conflict
  • A look back at 2025 in figures
  • Our portfolios in 2025
  • PostFinance has the right investment solutions for you
  • Outlook for 2026: the year of clarity
  • Opportunities and risks: the big issues for 2026
Current annual issue The link will open in a new window

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