{"id":5429,"date":"2025-06-30T13:57:54","date_gmt":"2025-06-30T11:57:54","guid":{"rendered":"https:\/\/belvedere-am.com\/asset-allocation-q2\/"},"modified":"2025-06-30T12:57:54","modified_gmt":"2025-06-30T10:57:54","slug":"asset-allocation-q2","status":"publish","type":"post","link":"https:\/\/belvedere-am.com\/en\/asset-allocation-q2\/","title":{"rendered":"Asset Allocation Q2"},"content":{"rendered":"<h4>Preference for Quality: Selective Overweight in Swiss Assets<\/h4>\n<p>&nbsp;<\/p>\n<p><img fetchpriority=\"high\" decoding=\"async\" class=\"alignnone wp-image-5344\" src=\"https:\/\/belvedere-am.com\/wp-content\/uploads\/Belvedere-Marktperspektiven-2025-07-AA-DE.jpg\" alt=\"\" width=\"500\" height=\"503\"><\/p>\n<p>Our tactical positioning remains broadly neutral \u2013 with a slight overweight in Swiss equities and real estate. Following recent strength, we now rate U.S. equities as neutral.<\/p>\n<p>Bonds in CHF and EUR remain unattractive, particularly government bonds. In the U.S., select short-duration corporate bonds offer attractive opportunities, though with elevated volatility. We maintain a neutral duration stance across currencies due to diverging monetary signals. We\u2019ve newly added a tactical position in emerging market bonds \u2013 at the expense of global sovereigns.   <\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>The current asset allocation prefers quality titles &#8211; a selective overweight in Swiss assets remains<\/p>\n","protected":false},"author":10,"featured_media":7026,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"iawp_total_views":19,"footnotes":""},"categories":[51,68,64],"tags":[],"class_list":["post-5429","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-aa","category-asset-allocation","category-attachments"],"_links":{"self":[{"href":"https:\/\/belvedere-am.com\/en\/wp-json\/wp\/v2\/posts\/5429","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/belvedere-am.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/belvedere-am.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/belvedere-am.com\/en\/wp-json\/wp\/v2\/users\/10"}],"replies":[{"embeddable":true,"href":"https:\/\/belvedere-am.com\/en\/wp-json\/wp\/v2\/comments?post=5429"}],"version-history":[{"count":0,"href":"https:\/\/belvedere-am.com\/en\/wp-json\/wp\/v2\/posts\/5429\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/belvedere-am.com\/en\/wp-json\/wp\/v2\/media\/7026"}],"wp:attachment":[{"href":"https:\/\/belvedere-am.com\/en\/wp-json\/wp\/v2\/media?parent=5429"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/belvedere-am.com\/en\/wp-json\/wp\/v2\/categories?post=5429"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/belvedere-am.com\/en\/wp-json\/wp\/v2\/tags?post=5429"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}