{"id":6136,"date":"2026-01-05T17:38:36","date_gmt":"2026-01-05T16:38:36","guid":{"rendered":"https:\/\/belvedere-am.com\/asset-allocation-q1-2026\/"},"modified":"2026-01-05T17:38:36","modified_gmt":"2026-01-05T16:38:36","slug":"asset-allocation-q1-2026","status":"publish","type":"post","link":"https:\/\/belvedere-am.com\/en\/asset-allocation-q1-2026\/","title":{"rendered":"Asset Allocation Q1-2026"},"content":{"rendered":"<h4>Taktische Anpassungen: Reduktion Anleihen, Erh\u00f6hung von Gold und Aktien EM<\/h4>\n<p><img fetchpriority=\"high\" decoding=\"async\" class=\"alignnone wp-image-6133\" src=\"https:\/\/belvedere-am.com\/wp-content\/uploads\/Belvedere-Marktperspektiven-2026-01-AA.png\" alt=\"\" width=\"438\" height=\"442\"><\/p>\n<p>The weighting of bonds was reduced, mainly due to limited attractiveness in core markets. At the same time, we increased our positions in emerging market equities in order to benefit specifically from the better growth and earnings prospects. <\/p>\n<p>In addition, the gold allocation was increased to broaden the portfolio&#8217;s exposure to geopolitical risks and structural uncertainties. Overall, this results in a slightly overweight position in equities and alternative investments. <\/p>\n","protected":false},"excerpt":{"rendered":"<p>Tactical adjustments: Bonds reduced, emerging market equities and gold increased<\/p>\n","protected":false},"author":10,"featured_media":854,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"iawp_total_views":3,"footnotes":""},"categories":[68,64],"tags":[],"class_list":["post-6136","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-asset-allocation","category-attachments"],"_links":{"self":[{"href":"https:\/\/belvedere-am.com\/en\/wp-json\/wp\/v2\/posts\/6136","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=6136"}],"version-history":[{"count":0,"href":"https:\/\/belvedere-am.com\/en\/wp-json\/wp\/v2\/posts\/6136\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/belvedere-am.com\/en\/wp-json\/wp\/v2\/media\/854"}],"wp:attachment":[{"href":"https:\/\/belvedere-am.com\/en\/wp-json\/wp\/v2\/media?parent=6136"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/belvedere-am.com\/en\/wp-json\/wp\/v2\/categories?post=6136"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/belvedere-am.com\/en\/wp-json\/wp\/v2\/tags?post=6136"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}