valid from 18.01.2023
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Model portfolios – Swiss focus
Preference for emerging market investments
We remain defensively positioned in equity and bond investments in the markets of the industrialised nations. In the short term, we consider the potential for price gains to be limited. On the other hand, we are more positive about equities and bonds from emerging markets and Asia. These could continue to benefit from the weakening US dollar.
We are taking initial profits on listed Swiss real estate funds, but still consider these investments more interesting than equities. In contrast to equities, the funds, most of which are invested in residential real estate, should provide stable income even in economically difficult times.
Interest income

Income

Balanced

Growth

Capital gains
