Fresh insights from our industry
Big-name stocks dominate global equity indices, creating hidden risks for investors. Here are strategies to mitigate concentration and volatility. Read the article on the IMD-Website or download the PDF here. Investments through passive index funds may not be as diversified as→
Andreas Rothacher (Senior Investment Consultant and Head Investment Research at Complementa) actively participated in the Global Investment Solutions Conference held in London on 16 October 2025, discussing the following topics with other panel guests on stage for the live audience:→
Swiss pension funds are reducing allocations to global government bonds, a cornerstone of fixed income portfolios, amid mounting concerns about sovereign debt extending from the US to the euro one core. Read the article by Luigi Serenelli on IPE’s Wesite→
St. Gallen, 9 September 2025 – Pension funds generated an average return of 7.5% last year. The exceptional returns led to a high interest rate of 3.9% on pension capital and an increase in the coverage ratio. Meanwhile, the asset→
Swiss pension funds are starting to feel the impact of negative interest rates on cash parked in banks, prompting reviews of existing agreements and a search for alternatives. Read the article by Luigi Serenelli on IPE’s Wesite with comments from→
The 9th Annual Switzerland Institutional Forum will take place between 30 September and 1 October 2025 at Baur au Lac in Zurich. The event features a discussion on portfolio construction, led by Andreas Rothacher (Head Investment Research) with: Dr. Andreas→
The Private Debt Investor DACH Forum 2025 will take place on 14th and 15th October at the Hilton Munich City. Eberhard Schwarz (Managing Director, Complementa GmbH) will discuss the growing appeal of asset backed lending with Udai Bishnoi (Global Head→
The following article has been published on the CAIA Website on 23 June 2025 Allocations, backdrop and historical development The assets under management in alternative assets such as private equity, infrastructure, and private debt have increased significantly over the past→
As global markets react to the threat of US tariffs, many European pension funds are looking to rebalance their portfolios and reset their investment policies. European pension funds are evaluating their investment policies after more than a decade in which→