Fresh insights from our industry
Emerging market equities are widespread in the portfolios of institutional investors. Over 20 years, however, the MSCI Emerging Markets has underperformed the MSCI World. The following article aims to explain reasons for this underperformance. Our analysis shows that the strength→
The entire Complementa team wishes a happy Easter and sunny, relaxing spring days!
Complementa has started collecting data for the Risk Check-up 2024. We invite pension funds to take part in the study and thus receive a free individual analysis of the pension fund. All that is needed is the 2023 annual statement.→
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→
We are pleased to invite institutional and professional investors to FINANZ’24, the Swiss Finance Fair for professional investors. It will take place on 24 and 25 April 2024 in Hall 550 in Zurich Oerlikon. We look forward to welcoming you→
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→
For Christmas Happy and peaceful moments. For the end of the year We would like to thank you for your trust and loyalty. For the New Year Health, happiness, success and continued good co-operation! Your Complementa Team
Market development 2023 Due to the strong recovery on the stock markets, Swiss pension funds can look back on a good first half year. In the third quarter, particularly in September, as well as in the first month of the→