Fresh insights from our industry
On 11 April 2024, the CAIA Chapter Zurich Committee hosts a Panel Discussion on the Outlook of International Real Estate. Thomas Breitenmoser, Head Investment Consulting & Controlling & Research at Complementa, will discuss with Arista Dharsano (Asia Green Real Estate)→
The 15th Institutional Money Congress will take place in Frankfurt on 9 and 10 April 2024. At the event, Eberhard Schwarz (Managing Director, Complementa GmbH) and Craig Abouchar (Portfolio Manager, Barings) will debate the investment topic “High Yield Bonds”. The→
In 2023, the Magnificent Seven (shares of Apple, Amazon, Alphabet, Nvidia, Meta, Microsoft and Tesla) stood out due to their high performance and increasing weighting in various equity benchmarks. Index concentration has not only risen in the S&P 500 but→
On 23rd November 2023 the CAIA Zurich Chapter will discuss allocation across private capital and real assets: outlook on opportunities and risks. Referring to the current market environment, the focus is to explore the identification of opportunities when building a→
On 21st November 2023 the Global Investment Solutions (GIS) Conference ist taking Place at the Widder Hotel. The conference will start with a financial market outlook panel where the speakers will engage in an in-depth examination of prevailing market trends,→
The Complementa Risk Check-up is conducted annually and provides insights into the Swiss pension fund market. Andreas Rothacher and Ueli Sutter share some of the highlights of their findings. Key Points Swiss pension funds returned 3.7% so far this year,→
One in three Swiss pension funds held more real estate investments than permitted by regulations at the end of last year. They now want to correct things, but the real estate boom has faded. Read the article with comments from→
Nowadays, it is hard to imagine the investment process of institutional investors without considering sustainability. In particular, the decarbonisation of portfolios is a central point of discussion. In this brief overview, we show examples of how sustainability can be taken→
Situation A week ago Friday, the fall of Silicon Valley Bank caused turmoil in the US banking sector. In the course of last week, these distortions spilled over to European banks. Globally, there were significant losses on bank stocks last→