Asset allocation
Belvédère Marktperspektiven 2026-04 Leitartikel
Financial markets often show more resilience than expected. Thanks to strong fundamentals, the current corrections might well be temporary.
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Tactical increase of allocation to gold.
Market Insights 2026-01
The investment year 2025 has impressively confirmed how resilient the economy and the financial markets can be, even in a challenging environment. What does this mean for 2026?
Asset Allocation Q1-2026
Tactical adjustments: Bonds reduced, emerging market equities and gold increased
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Tactical adjustments: Focus on Emerging Markets Debt
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The current asset allocation prefers quality titles - a selective overweight in Swiss assets remains
Asset Allocation Q1-2026
We remain slightly overweight in equities and real estate, with a preference for the US and Swiss markets.