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Created on 24.05.2019

Model portfolios – Swiss focus

The economic outlook worsened slightly again in the advanced economies. The picture in industry, in particular, is no longer positive after repeated weakening. In light of these fragile economic conditions, the already high valuations of financial investments and many political risks, we are adopting an underweight position in equities.

We are nevertheless still underweighting bonds with the exception of emerging markets. Another decline in yields to maturity means potential price gains and returns from these investments remain limited. We are retaining our overweight positions in gold and liquidity.

We are currently preparing to incorporate our tactical investment positioning into the relevant product solutions. These new investment solutions will be rolled out 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 18%, Equities 11%, Fixed Income 59%, Alternative investments 12%

Balanced

Liquidity 18%, Equities 46%, Fixed Income 31%, Alternative investments 12%

Capital gains

Liquidity 7%, Equities 81%, Fixed Income 0%, Alternative investments 12%
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