Model portfolios – Swiss focus

valid from 16.07.2024

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%
Source: PostFinance

Income

Liquidity 8%, fixed income 50%, equities 30%, alternative investments 12%
Quelle: PostFinance

Balanced

Liquidity 7%, fixed income 31%, equities 50%, alternative investments 12%
Source: PostFinance

Growth

Liquidity 7%, fixed income 11%, equities 70%, alternative investments 12%
Quelle: PostFinance

Capital gains

Liquidity 5%, fixed income 0%, equities 88%, alternative investments 7%
Source: PostFinance
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