Senior living is far from old news
With demographics in mind, safe and assisted living for an aging population is becoming increasingly important.
Insights Blog
Asset Allocation Update May 2025
The introduction of draconian tariffs on US imports initially caused stock markets and the USD to plummet. After the postponement of the tariffs, markets rebounded. Will there now be deals leading to a relaxation of geopolitical tensions? We remain cautious on US equities but are constructive on other equity regions.
High current yields sought after in turbulent times
Why hybrid bonds, CoCos and high-yield bonds appear attractive in the current environment.
Upcoming earnings season tests markets
Although the current situation looks more like an easing on the customs front, we are concerned about the upcoming earnings season. We therefore remain underweight in US equities.
“Drill, baby, drill!” – but not as you think
The oil and gas industry might hold the key to a breakthrough in sustainable geothermal energy production. This opens up investment opportunities.
Will the US government soon have to back down on tariffs?
President Donald Trump's administration wants to protect the domestic industry from foreign competition with import tariffs of around 22 per cent. We expect the announcements that have been made to be toned down.
Asset Allocation Update April 2025
Stock markets faced further losses in March due to a looming economic slowdown in the USA. Is the correction over, or are we heading into a recession? We remain overweight in emerging market equities.
What is PPWR and why is it important for the circular economy?
World Recycling Day on 18 March puts the circular economy in the spotlight. Why a new EU regulation could create push here.
Auditor rotation: ISS on Swisscanto's line
From 2026, the proxy advisor ISS will also demand auditor rotation, like Swisscanto. The new regulation is therefore likely to be a topic of discussion at this year's annual general meetings.
Asset Allocation Update March 2025
The renaissance of the competitiveness of the Chinese IT sector and the first steps to overcome the real estate crisis in the People's Republic of China open up new perspectives. Therefore, we are increasing our equity allocation via emerging markets.
