Asset Allocation und ausgewogene Portfolios

Schauen Sie sich unsere Auswahl an Asset Allocation


Views and Analysis

Fixed income is looking cheap – but where to buy? View from the fixed income desk

I have tried to time the news and wait to write my next update, but as there is something of significance happening almost every day, it is becoming the “update that is never going to happen”.

Nähere Informationen

Views and Analysis

Swiss Equities Small and Mid Cap Strategy - August 2022 - Outlook

The hope of a central bank pivot has been crushed by the most recent FED signalling that the interest rate hiking cycle will last for a prolonged period of time. This also put a future goldilocks scenario of receding inflation, resistant economic growth and peaking interest rates further away.

Nähere Informationen


Pierre Pinel

„Die dynamische Umschichtung unserer Positionen in unkorrelierte Anlageklassen ermöglicht uns das Verlustrisiko zu begrenzen und entsprechend an einem Aufwärtstrend zu partizipieren.“