Model portfolios – Swiss focus: The markets are optimistic, we are less euphoric

Economic worries seem to have been forgotten all of a sudden and the international political trouble spots have disappeared from the headlines. The mood on the financial markets has turned euphoric. However, the carelessness that currently characterises the markets worldwide is out of place: it cannot be reconciled with the current economic picture and the economic outlook. We remain defensively positioned and are sticking to our underweight in equities.

We are currently preparing to incorporate our tactical investment positioning into the relevant product solutions. These new investment solutions will be launched on the Swiss market during the course of 2020. We are implementing our house view in model portfolios, as shown below. Until the official launch of these new investment solutions, PostFinance is not providing any investment advice based on this tactical investment positioning and is not accepting any asset management mandates either.

Interest income

Liquidity 13%, equities 10%, fixed income 63%, alternative investments 14%
Source: PostFinance

Balanced

Liquidity 9%, equities 44%, fixed income 33%, alternative investments 14%
Source: PostFinance

Capital gains

Liquidity 9%, equities 77%, fixed income 0%, alternative investments 14%
Source: PostFinance
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