Model portfolios – Swiss focus

valid from 17.06.2025

Defensive stance confirmed

The financial markets continue to defy the US trade conflict, but geopolitical tensions also appear to be causing only short-term nervousness. However, the economic outlook remains challenging, particularly in the US. Import tariffs remain elevated and the deadline for suspending retaliatory tariffs is approaching. Against this backdrop, we remain defensively positioned and are sticking to our cautious stance on the US equity market. In Switzerland, we find the money market increasingly unattractive, which is why we are completely unwinding our position in the Swiss money market and holding it as cash. We are also completely reducing our overweight in the Japanese yen. On the one hand, the currency has weakened significantly against the Swiss franc, and on the other hand, risks in Japan are increasing, not least due to high government debt and rising inflationary pressure.

Interest income

Liquidity 1%, income 71,5%, equities 14%, alternative investments 13,5%
Source: PostFinance

Income

Liquidity 2,5%, income 56%, equities 28,5%, alternative investments 13%
Source: PostFinance

Balanced

Liquidity 4%, income 35%, equities 48%, alternative investments 13%
Source: PostFinance

Growth

Liquidity 5,5%, income 14,5%, equities 67%, alternative investments 13%
Source: PostFinance

Capital gains

Liquidity 8,5%, income 0%, equities 84%, alternative investments 7,5%
Source: PostFinance
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