Every year, Bilanz honours the best asset managers in Switzerland. For the second year in a row, PostFinance was awarded the “Outstanding achievement” label for the Sharpe ratio and has once again made it into the top 5. Its very good returns in relation to the risks taken were clear proof of its investment expertise.
PostFinance is all about investment expertise – and has been for 20 years. Monitoring economic developments on the financial markets and the global economy is one of the PostFinance investment committee’s core tasks. We are happy to share our expertise with you in our periodic publications and videos, which provide you with easy-to-understand answers to your investment questions.
Award for best asset management
“Investing with foresight” short video
In his monthly video message, our Chief Investment Officer Philipp Merkt reports on the economic and financial markets, contextualizes developments and explains what you need to know as an investor in order to make the right decisions.
The investment compass provides PostFinance’s house view of the financial markets in concise form. It draws upon our investment and research expertise and aims to provide you with the best, most up-to-date investment appraisals.
PostFinance consumption indicator
The PostFinance consumption indicator shows a year-on-year comparison of Swiss consumer expenditure each month. It is similar to the Retail Trade Turnover Statistics published by the Swiss Federal Statistical Office, but is available more rapidly. Our data is also more comprehensive. This allows us to develop additional, seasonally adjusted consumer indicators, which comprise expenditure for specific goods and services (“everyday & household”, “beauty & wellness”, “recreation & leisure” and “travel”).
Investment navigator 2023: When will there be an upturn?
What can investors expect for 2023? Our aspiration with the annual PostFinance investment navigator is to provide a review of the highlights of the past year, to take a look at today's view of the market and to venture a look into the future. We analyse opportunities and risks and highlight prospects for Swiss investors. If you would like to receive the investment navigator automatically each year, subscribe to the investment compass.
Topics in the current edition:
- Interview: “Strategy is called for during downturns, and courage during upturns”
- A look back at 2022: A turbulent year lies behind us
- Our portfolios in 2022
- Prospects 2023: Attention shifts to the weak economy
- Opportunities and risks: The big issues for 2023