valid from 16.07.2024
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Model portfolios – Swiss focus
Discrepancy
The financial markets remain optimistic. Both the equity and bond markets rose last month. Meanwhile, the economic outlook is becoming increasingly gloomy. In Europe, the recovery is a long time coming, in China a bottoming out is to be expected at best and in the USA, there are increasing signs of an economic slowdown. This discrepancy between the development of the financial markets and the economy calls for caution. We therefore remain cautiously positioned and continue to favour value stocks, the defensive Swiss equity market and emerging market equities over US and European equities.
Interest income
![Liquidity 9%, fixed income 64%, equities 15%, alternative investments 12%](/en/private/investing/other-investment-solutions/investment-compass/model-portfolios/_jcr_content/parsys/articleimage_copy/image.img.450.166.20240312100909.png)
Income
![Liquidity 8%, fixed income 50%, equities 30%, alternative investments 12%](/en/private/investing/other-investment-solutions/investment-compass/model-portfolios/_jcr_content/parsys/articleimage_copy_co/image.img.450.166.20240312100921.png)
Balanced
![Liquidity 7%, fixed income 31%, equities 50%, alternative investments 12%](/en/private/investing/other-investment-solutions/investment-compass/model-portfolios/_jcr_content/parsys/articleimage_1027777/image.img.450.166.20240312100933.png)
Growth
![Liquidity 7%, fixed income 11%, equities 70%, alternative investments 12%](/en/private/investing/other-investment-solutions/investment-compass/model-portfolios/_jcr_content/parsys/articleimage_1214288_1208242984/image.img.450.166.20240312100946.png)
Capital gains
![Liquidity 5%, fixed income 0%, equities 88%, alternative investments 7%](/en/private/investing/other-investment-solutions/investment-compass/model-portfolios/_jcr_content/parsys/articleimage_1214288/image.img.450.166.20240312100958.png)