Investments
Partners Group AG
Solid results overlooked by the market.
Belvedere_Aktien_Screen4
Tactical increase of allocation to gold.
Belvedere Marktperspektiven - Richemont
Richemont has firmly established itself as an important pillar of the global luxury goods industry.
Asset Allocation Q1-2026
Tactical adjustments: Bonds reduced, emerging market equities and gold increased
Belvedere_Aktien_Screen4
The current asset allocation prefers quality titles - a selective overweight in Swiss assets remains
nestle
Investor confidence has been regained thanks to clear priorities. CEO Freixe is convincing and enjoys credit.
Asset Allocation Q1-2026
We remain slightly overweight in equities and real estate, with a preference for the US and Swiss markets.