Switzerland’s interest rate drought
Switzerland is back in low-interest territory. This makes a balanced investment strategy that creates value all the more important.
Investment compass – June 2025
The monthly publication includes a topical editorial, our positioning including the conclusions from the analyses, a market overview of the most important asset classes, an assessment of the current economic situation in various regions, and our current model portfolios.
Investors looking for long-term success are opting for value assets – in things that create real added value.
Positioning
Financial markets overly optimistic
Financial markets remain in confident mood. The markets are still optimistic despite the trade conflict and the worsening geopolitical situation. We are continuing to underweight equities.
Market overview
Markets defy trade dispute
The financial markets were relatively calm last month. The US trade dispute temporarily took a back seat, although it is likely to reassert itself soon.
Economy
Confidence is fading
Business and consumer sentiment on the economic situation has deteriorated significantly over recent months.
Model portfolios
Defensive stance confirmed
The financial markets continue to defy the US trade conflict. We remain defensively positioned and are maintaining our cautious approach towards the US equity market.
“Investing with foresight” short video
In our video, our CIO provides an update on the current situation on the financial markets and explains events in just a few minutes.
Newsletter
Investment compassInformation relevant to your investment decisions. The “PostFinance market view”, complete with our position on and assessment of the financial markets and the overall economic situation.
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